FAVUX Mutual Fund

FAVUX Mutual Fund

NAV$24.11
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Returns Overview

1 Month
+2.64%
3 Months
+1.74%
6 Months
+8.53%
YTD
+13.08%
1 Year
+21.25%
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)
+13.08%
Peer Avg (YTD)
+8.76%
vs Peers
+4.32%

FAVUX Mutual Fund Performance

FAVUX performance across multiple time periods: 1-month 2.64%, YTD 13.08%, 1-year 21.25%, 3-year 16.66%, 5-year 9.36%, 10-year 11.40%.

FAVUX 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.

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