FAQEX Mutual Fund

NAV$13.67

Returns Overview

1 Month
-2.51%
3 Months
-2.23%
6 Months
-2.56%
YTD
-2.51%
1 Year
-3.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAQEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 3 Month Treasury Bellwether Index(BUST)
This Mutual Fund (YTD)
-2.51%
Peer Avg (YTD)
+3.89%
vs Peers
-6.39%

FAQEX Mutual Fund Performance

FAQEX performance across multiple time periods: 1-month -2.51%, YTD -2.51%, 1-year -3.73%.

FAQEX returns trail the peer average of 3.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

FAQEX performance comparison shows side-by-side returns with another fund. FAQEX alternatives are available in the Mutual Fund Screener.