FAVFX Mutual Fund

FAVFX Mutual Fund

NAV$43.79
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Returns Overview

1 Month
+6.16%
3 Months
-1.56%
6 Months
+7.39%
YTD
+21.03%
1 Year
+29.79%
3 Years (annualized)
+21.42%
5 Years (annualized)
+10.82%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVFX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.03%
Peer Avg (YTD)
+8.01%
vs Peers
+13.03%

FAVFX Mutual Fund Performance

FAVFX performance across multiple time periods: 1-month 6.16%, YTD 21.03%, 1-year 29.79%, 3-year 21.42%, 5-year 10.82%, 10-year 12.35%.

FAVFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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