FAIRX Mutual Fund

FAIRX Mutual Fund

NAV$43.92
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Returns Overview

1 Month
+0.30%
3 Months
-2.31%
6 Months
-4.24%
YTD
+4.61%
1 Year
+22.33%
3 Years (annualized)
+2.70%
5 Years (annualized)
+7.94%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+12.53%
vs Peers
-7.92%

FAIRX Mutual Fund Performance

FAIRX performance across multiple time periods: 1-month 0.30%, YTD 4.61%, 1-year 22.33%, 3-year 2.70%, 5-year 7.94%, 10-year 8.99%.

FAIRX returns trail the peer average of 12.53% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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