FAVRX Mutual Fund

FAVRX Mutual Fund

NAV$28.99
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Returns Overview

1 Month
-0.88%
3 Months
+3.55%
6 Months
+7.66%
YTD
+10.14%
1 Year
+21.35%
3 Years (annualized)
+16.65%
5 Years (annualized)
+9.35%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVRX 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 2055 Composite Index
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+6.99%
vs Peers
+3.15%

FAVRX Mutual Fund Performance

FAVRX performance across multiple time periods: 1-month -0.88%, YTD 10.14%, 1-year 21.35%, 3-year 16.65%, 5-year 9.35%, 10-year 11.40%.

FAVRX 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.

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