FACDX Mutual Fund

NAV$62.19

Returns Overview

1 Month
+11.35%
3 Months
+16.42%
6 Months
+9.33%
YTD
+9.74%
1 Year
+44.41%
3 Years (annualized)
+17.36%
5 Years (annualized)
+9.50%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACDX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Health Care 25/50
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+7.57%
vs Peers
+2.17%

FACDX Mutual Fund Performance

FACDX performance across multiple time periods: 1-month 11.35%, YTD 9.74%, 1-year 44.41%, 3-year 17.36%, 5-year 9.50%, 10-year 13.49%.

FACDX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

FACDX performance comparison shows side-by-side returns with another fund. FACDX alternatives are available in the Mutual Fund Screener.