FARIX Mutual Fund

FARIX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
+1.00%
3 Months
-3.53%
6 Months
-5.16%
YTD
+2.54%
1 Year
+9.18%
3 Years (annualized)
+8.26%
5 Years (annualized)
+5.05%
10 Years (annualized)
+4.71%

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)
+2.54%
Peer Avg (YTD)
+4.75%
vs Peers
-2.21%

FARIX Mutual Fund Performance

FARIX performance across multiple time periods: 1-month 1.00%, YTD 2.54%, 1-year 9.18%, 3-year 8.26%, 5-year 5.05%, 10-year 4.71%.

FARIX returns trail the peer average of 4.75% 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.