FAVUX Mutual Fund

FAVUX Mutual Fund

NAV$23.94
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Returns Overview

1 Month
-1.59%
3 Months
+0.12%
6 Months
+13.75%
YTD
+11.28%
1 Year
+15.35%
3 Years (annualized)
+16.66%
5 Years (annualized)
+9.36%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVUX 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 2060 Composite Index
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+7.09%
vs Peers
+4.20%

FAVUX Mutual Fund Performance

FAVUX performance across multiple time periods: 1-month -1.59%, YTD 11.28%, 1-year 15.35%, 3-year 16.66%, 5-year 9.36%, 10-year 11.40%.

FAVUX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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