FAXDX Mutual Fund

FAXDX Mutual Fund

NAV$17.48
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+1.06%
3 Months
+14.72%
6 Months
+13.53%
YTD
+12.58%
1 Year
+25.70%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXDX 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 2065 Composite Index
This Mutual Fund (YTD)
+12.58%
Peer Avg (YTD)
+7.64%
vs Peers
+4.94%

FAXDX Mutual Fund Performance

FAXDX performance across multiple time periods: 1-month 1.06%, YTD 12.58%, 1-year 25.70%, 3-year 18.25%, 5-year 9.49%.

FAXDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

FAXDX performance comparison shows side-by-side returns with another fund. FAXDX alternatives are available in the Mutual Fund Screener.