FAQIX Mutual Fund

FAQIX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
-0.23%
3 Months
+5.34%
6 Months
+9.96%
YTD
+13.47%
1 Year
+19.89%
3 Years (annualized)
+15.99%
5 Years (annualized)
+10.12%
10 Years (annualized)
+10.43%

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)
+13.47%
Peer Avg (YTD)
+12.44%
vs Peers
+1.03%

FAQIX Mutual Fund Performance

FAQIX performance across multiple time periods: 1-month -0.23%, YTD 13.47%, 1-year 19.89%, 3-year 15.99%, 5-year 10.12%, 10-year 10.43%.

FAQIX returns outperform the peer average of 12.44% 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.