FAVCX Mutual Fund

FAVCX Mutual Fund

NAV$22.71
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Returns Overview

1 Month
+3.74%
3 Months
+5.81%
6 Months
+4.94%
YTD
+8.39%
1 Year
+4.75%
3 Years (annualized)
+7.19%
5 Years (annualized)
+10.29%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVCX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+8.20%
vs Peers
+0.20%

FAVCX Mutual Fund Performance

FAVCX performance across multiple time periods: 1-month 3.74%, YTD 8.39%, 1-year 4.75%, 3-year 7.19%, 5-year 10.29%, 10-year 7.74%.

FAVCX returns outperform the peer average of 8.20% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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