FAQIX Mutual Fund

FAQIX Mutual Fund

NAV$16.83
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Returns Overview

1 Month
+1.76%
3 Months
+6.55%
6 Months
+12.99%
YTD
+13.73%
1 Year
+23.65%
3 Years (annualized)
+15.23%
5 Years (annualized)
+10.55%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAQIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+11.41%
vs Peers
+2.31%

FAQIX Mutual Fund Performance

FAQIX performance across multiple time periods: 1-month 1.76%, YTD 13.73%, 1-year 23.65%, 3-year 15.23%, 5-year 10.55%, 10-year 10.57%.

FAQIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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