FALAX Mutual Fund

FALAX Mutual Fund

NAV$53.66
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Returns Overview

1 Year
+12.32%
3 Years (annualized)
+18.74%
5 Years (annualized)
+12.78%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALAX 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)

FALAX Mutual Fund Performance

FALAX performance across multiple time periods: 1-year 12.32%, 3-year 18.74%, 5-year 12.78%, 10-year 14.47%.

FALAX returns can be compared against peers and benchmarks. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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