FASIX Mutual Fund

FASIX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-0.74%
3 Months
+0.84%
6 Months
+2.57%
YTD
+3.63%
1 Year
+8.56%
3 Years (annualized)
+7.27%
5 Years (annualized)
+3.21%
10 Years (annualized)
+4.29%

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
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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 ex US Index
This Mutual Fund (YTD)
+3.63%
Peer Avg (YTD)
+3.39%
vs Peers
+0.25%

FASIX Mutual Fund Performance

FASIX performance across multiple time periods: 1-month -0.74%, YTD 3.63%, 1-year 8.56%, 3-year 7.27%, 5-year 3.21%, 10-year 4.29%.

FASIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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