FAVFX Mutual Fund

FAVFX Mutual Fund

NAV$44.68
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Returns Overview

1 Month
+2.43%
3 Months
+9.08%
6 Months
+17.66%
YTD
+24.61%
1 Year
+36.93%
3 Years (annualized)
+17.09%
5 Years (annualized)
+12.09%
10 Years (annualized)
+12.32%

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)
+24.61%
Peer Avg (YTD)
+9.54%
vs Peers
+15.07%

FAVFX Mutual Fund Performance

FAVFX performance across multiple time periods: 1-month 2.43%, YTD 24.61%, 1-year 36.93%, 3-year 17.09%, 5-year 12.09%, 10-year 12.32%.

FAVFX returns outperform the peer average of 9.54% 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.