FAIRX Mutual Fund

FAIRX Mutual Fund

NAV$41.32
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Returns Overview

1 Month
+5.50%
3 Months
+4.72%
6 Months
-5.84%
YTD
+10.36%
1 Year
+28.01%
3 Years (annualized)
+5.30%
5 Years (annualized)
+8.86%
10 Years (annualized)
+9.65%

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)
+10.36%
Peer Avg (YTD)
+9.10%
vs Peers
+1.27%

FAIRX Mutual Fund Performance

FAIRX performance across multiple time periods: 1-month 5.50%, YTD 10.36%, 1-year 28.01%, 3-year 5.30%, 5-year 8.86%, 10-year 9.65%.

FAIRX returns outperform the peer average of 9.10% 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.