FAFWX Mutual Fund

FAFWX Mutual Fund

NAV$12.74
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Returns Overview

1 Month
+0.61%
3 Months
+0.91%
6 Months
+0.91%
YTD
+4.62%
1 Year
+8.29%
3 Years (annualized)
+9.87%
5 Years (annualized)
+4.36%
10 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFWX 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
PROUpgrade to run
🏦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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+3.78%
vs Peers
+0.85%

FAFWX Mutual Fund Performance

FAFWX performance across multiple time periods: 1-month 0.61%, YTD 4.62%, 1-year 8.29%, 3-year 9.87%, 5-year 4.36%, 10-year 5.46%.

FAFWX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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