FAYZX Mutual Fund

FAYZX Mutual Fund

NAV$15.89
See how much of FAYZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.85%
3 Months
+5.61%
6 Months
+1.65%
YTD
+8.16%
1 Year
+6.11%
3 Years (annualized)
+13.17%
5 Years (annualized)
+5.13%
10 Years (annualized)
+8.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.16%
Peer Avg (YTD)
+5.30%
vs Peers
+2.86%

FAYZX Mutual Fund Performance

FAYZX performance across multiple time periods: 1-month -1.85%, YTD 8.16%, 1-year 6.11%, 3-year 13.17%, 5-year 5.13%, 10-year 8.35%.

FAYZX returns outperform the peer average of 5.30% 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.