FARIX Mutual Fund

NAV$10.09

Returns Overview

1 Month
-3.06%
3 Months
-2.59%
6 Months
+3.26%
YTD
+3.05%
1 Year
+10.16%
3 Years (annualized)
+8.55%
5 Years (annualized)
+4.60%
10 Years (annualized)
+4.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays 3-month USD LIBOR Cash Index
This Mutual Fund (YTD)
+3.05%
Peer Avg (YTD)
+3.47%
vs Peers
-0.43%

FARIX Mutual Fund Performance

FARIX performance across multiple time periods: 1-month -3.06%, YTD 3.05%, 1-year 10.16%, 3-year 8.55%, 5-year 4.60%, 10-year 4.79%.

FARIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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