FAVNX Mutual Fund

FAVNX Mutual Fund

NAV$29.05
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Returns Overview

1 Month
-1.01%
3 Months
+2.27%
6 Months
+5.21%
YTD
+7.02%
1 Year
+15.72%
3 Years (annualized)
+13.17%
5 Years (annualized)
+6.94%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+6.99%
vs Peers
+0.03%

FAVNX Mutual Fund Performance

FAVNX performance across multiple time periods: 1-month -1.01%, YTD 7.02%, 1-year 15.72%, 3-year 13.17%, 5-year 6.94%, 10-year 9.86%.

FAVNX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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