FAVQX Mutual Fund

FAVQX Mutual Fund

NAV$35.03
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Returns Overview

1 Month
+2.55%
3 Months
+1.65%
6 Months
+8.24%
YTD
+12.77%
1 Year
+20.93%
3 Years (annualized)
+16.60%
5 Years (annualized)
+9.33%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVQX 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
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+8.76%
vs Peers
+4.01%

FAVQX Mutual Fund Performance

FAVQX performance across multiple time periods: 1-month 2.55%, YTD 12.77%, 1-year 20.93%, 3-year 16.60%, 5-year 9.33%, 10-year 11.39%.

FAVQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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