FARIX Mutual Fund

FARIX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-1.48%
3 Months
-5.03%
6 Months
-4.76%
YTD
+1.52%
1 Year
+10.32%
3 Years (annualized)
+7.95%
5 Years (annualized)
+4.84%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARIX 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
Barclays 3-month USD LIBOR Cash Index
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+2.39%
vs Peers
-0.86%

FARIX Mutual Fund Performance

FARIX performance across multiple time periods: 1-month -1.48%, YTD 1.52%, 1-year 10.32%, 3-year 7.95%, 5-year 4.84%, 10-year 4.68%.

FARIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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