FAIDX Mutual Fund

FAIDX Mutual Fund

NAV$65.04
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Returns Overview

1 Month
-2.24%
3 Months
+3.48%
6 Months
+4.38%
YTD
+11.12%
1 Year
+20.44%
3 Years (annualized)
+16.30%
5 Years (annualized)
+6.29%
10 Years (annualized)
+8.99%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.12%
Peer Avg (YTD)
+6.23%
vs Peers
+4.89%

FAIDX Mutual Fund Performance

FAIDX performance across multiple time periods: 1-month -2.24%, YTD 11.12%, 1-year 20.44%, 3-year 16.30%, 5-year 6.29%, 10-year 8.99%.

FAIDX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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