FAOTX Mutual Fund

FAOTX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
+0.68%
3 Months
+0.68%
6 Months
+1.93%
YTD
+5.18%
1 Year
+9.29%
3 Years (annualized)
+11.11%
5 Years (annualized)
+5.35%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAOTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+8.76%
vs Peers
-3.57%

FAOTX Mutual Fund Performance

FAOTX performance across multiple time periods: 1-month 0.68%, YTD 5.18%, 1-year 9.29%, 3-year 11.11%, 5-year 5.35%, 10-year 6.93%.

FAOTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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