FAIRX Mutual Fund

NAV$42.75

Returns Overview

1 Month
-1.04%
3 Months
-0.37%
6 Months
+4.92%
YTD
+4.30%
1 Year
+27.20%
3 Years (annualized)
+10.80%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.20%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+11.24%
vs Peers
-6.95%

FAIRX Mutual Fund Performance

FAIRX performance across multiple time periods: 1-month -1.04%, YTD 4.30%, 1-year 27.20%, 3-year 10.80%, 5-year 8.09%, 10-year 9.20%.

FAIRX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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