FAVUX Mutual Fund

FAVUX Mutual Fund

NAV$24.57
See how much of FAVUX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
+3.54%
6 Months
+7.69%
YTD
+10.18%
1 Year
+21.38%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+6.99%
vs Peers
+3.18%

FAVUX Mutual Fund Performance

FAVUX performance across multiple time periods: 1-month -0.87%, YTD 10.18%, 1-year 21.38%, 3-year 16.66%, 5-year 9.36%, 10-year 11.40%.

FAVUX 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.

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