FAXTX Mutual Fund

FAXTX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-2.09%
3 Months
-1.91%
6 Months
+1.37%
YTD
+6.32%
1 Year
+8.43%
3 Years (annualized)
+19.14%
5 Years (annualized)
+7.54%

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)
+6.32%
Peer Avg (YTD)
+14.77%
vs Peers
-8.44%

FAXTX Mutual Fund Performance

FAXTX performance across multiple time periods: 1-month -2.09%, YTD 6.32%, 1-year 8.43%, 3-year 19.14%, 5-year 7.54%.

FAXTX returns trail the peer average of 14.77% 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.