FARLX Mutual Fund

FARLX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
-2.97%
3 Months
-5.14%
6 Months
-5.83%
YTD
-5.77%
1 Year
+1.70%
3 Years (annualized)
-0.21%
5 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARLX 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 ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
-5.77%
Peer Avg (YTD)
-1.92%
vs Peers
-3.85%

FARLX Mutual Fund Performance

FARLX performance across multiple time periods: 1-month -2.97%, YTD -5.77%, 1-year 1.70%, 3-year -0.21%, 5-year 9.37%.

FARLX returns trail the peer average of -1.92% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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