FAXEX Mutual Fund

NAV$17.62

Returns Overview

1 Month
+1.16%
3 Months
+14.91%
6 Months
+13.95%
YTD
+12.93%
1 Year
+26.43%
3 Years (annualized)
+18.86%
5 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2065 Composite Index
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+7.64%
vs Peers
+5.29%

FAXEX Mutual Fund Performance

FAXEX performance across multiple time periods: 1-month 1.16%, YTD 12.93%, 1-year 26.43%, 3-year 18.86%, 5-year 10.06%.

FAXEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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