FALCX Mutual Fund

FALCX Mutual Fund

NAV$13.35
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Returns Overview

1 Month
+1.17%
3 Months
+9.69%
6 Months
+14.99%
YTD
+18.14%
1 Year
+22.40%
3 Years (annualized)
+10.75%
5 Years (annualized)
+16.12%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALCX 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)
+18.14%
Peer Avg (YTD)
+15.07%
vs Peers
+3.06%

FALCX Mutual Fund Performance

FALCX performance across multiple time periods: 1-month 1.17%, YTD 18.14%, 1-year 22.40%, 3-year 10.75%, 5-year 16.12%, 10-year 10.81%.

FALCX returns outperform the peer average of 15.07% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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