FARCX Mutual Fund

FARCX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
+2.24%
3 Months
+3.77%
6 Months
+15.27%
YTD
+18.21%
1 Year
+21.67%
3 Years (annualized)
+10.56%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARCX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+18.21%
Peer Avg (YTD)
+12.53%
vs Peers
+5.68%

FARCX Mutual Fund Performance

FARCX performance across multiple time periods: 1-month 2.24%, YTD 18.21%, 1-year 21.67%, 3-year 10.56%, 5-year 3.93%, 10-year 5.18%.

FARCX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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