FANDX Mutual Fund

FANDX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.18%
3 Months
+0.44%
6 Months
+0.81%
YTD
+0.81%
1 Year
+2.38%
3 Years (annualized)
+3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FANDX 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
BBG US 6 - 9 Month Index(^BBGUS6-9M)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.12%
vs Peers
+0.69%

FANDX Mutual Fund Performance

FANDX performance across multiple time periods: 1-month 0.18%, YTD 0.81%, 1-year 2.38%, 3-year 3.47%.

FANDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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