FAFEX Mutual Fund

FAFEX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-1.55%
3 Months
+1.38%
6 Months
+4.40%
YTD
+6.21%
1 Year
+13.85%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+6.99%
vs Peers
-0.78%

FAFEX Mutual Fund Performance

FAFEX performance across multiple time periods: 1-month -1.55%, YTD 6.21%, 1-year 13.85%, 3-year 11.93%, 5-year 5.54%, 10-year 8.54%.

FAFEX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

FAFEX vs another fund shows side-by-side returns. FAFEX alternatives are available in the Mutual Fund Screener.