FAXTX Mutual Fund

FAXTX Mutual Fund

NAV$22.16
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Returns Overview

1 Month
-1.83%
3 Months
+3.34%
6 Months
+6.30%
YTD
+8.40%
1 Year
+18.13%
3 Years (annualized)
+16.53%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.40%
Peer Avg (YTD)
+6.99%
vs Peers
+1.41%

FAXTX Mutual Fund Performance

FAXTX performance across multiple time periods: 1-month -1.83%, YTD 8.40%, 1-year 18.13%, 3-year 16.53%, 5-year 8.95%.

FAXTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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