FARFX Mutual Fund

FARFX Mutual Fund

NAV$62.63
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Returns Overview

1 Month
+4.21%
3 Months
+2.30%
6 Months
+4.82%
YTD
+3.72%
1 Year
+15.33%
3 Years (annualized)
+9.67%
5 Years (annualized)
+4.01%
10 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARFX 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
Fidelity Managed Retirement 2025 Composite Index
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+4.19%
vs Peers
-0.47%

FARFX Mutual Fund Performance

FARFX performance across multiple time periods: 1-month 4.21%, YTD 3.72%, 1-year 15.33%, 3-year 9.67%, 5-year 4.01%, 10-year 6.65%.

FARFX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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