FASIX Mutual Fund

NAV$14.84

Returns Overview

1 Month
+0.37%
3 Months
+4.35%
6 Months
+4.63%
YTD
+4.41%
1 Year
+9.51%
3 Years (annualized)
+7.85%
5 Years (annualized)
+3.52%
10 Years (annualized)
+4.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASIX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+4.14%
vs Peers
+0.26%

FASIX Mutual Fund Performance

FASIX performance across multiple time periods: 1-month 0.37%, YTD 4.41%, 1-year 9.51%, 3-year 7.85%, 5-year 3.52%, 10-year 4.51%.

FASIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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