FAXTX Mutual Fund

FAXTX Mutual Fund

NAV$21.96
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Returns Overview

1 Month
+1.82%
3 Months
+0.49%
6 Months
+7.25%
YTD
+10.38%
1 Year
+17.85%
3 Years (annualized)
+17.84%
5 Years (annualized)
+8.65%

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
PROUpgrade to run
🏦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)
+10.38%
Peer Avg (YTD)
+8.76%
vs Peers
+1.62%

FAXTX Mutual Fund Performance

FAXTX performance across multiple time periods: 1-month 1.82%, YTD 10.38%, 1-year 17.85%, 3-year 17.84%, 5-year 8.65%.

FAXTX returns outperform the peer average of 8.76% 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.