FAIDX Mutual Fund

NAV$65.00

Returns Overview

1 Month
+1.82%
3 Months
+16.12%
6 Months
+13.66%
YTD
+12.47%
1 Year
+20.51%
3 Years (annualized)
+17.79%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAIDX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+8.97%
vs Peers
+3.50%

FAIDX Mutual Fund Performance

FAIDX performance across multiple time periods: 1-month 1.82%, YTD 12.47%, 1-year 20.51%, 3-year 17.79%, 5-year 6.93%, 10-year 9.67%.

FAIDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

FAIDX performance comparison shows side-by-side returns with another fund. FAIDX alternatives are available in the Mutual Fund Screener.