FAYZX Mutual Fund

FAYZX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-0.93%
3 Months
-3.75%
6 Months
-0.15%
YTD
+3.86%
1 Year
+8.79%
3 Years (annualized)
+9.71%
5 Years (annualized)
+5.39%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAYZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+5.54%
vs Peers
-1.68%

FAYZX Mutual Fund Performance

FAYZX performance across multiple time periods: 1-month -0.93%, YTD 3.86%, 1-year 8.79%, 3-year 9.71%, 5-year 5.39%, 10-year 8.39%.

FAYZX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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