FACFX Mutual Fund

NAV$11.53

Returns Overview

1 Month
+0.26%
3 Months
+4.72%
6 Months
+4.91%
YTD
+4.63%
1 Year
+10.38%
3 Years (annualized)
+8.65%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+7.64%
vs Peers
-3.01%

FACFX Mutual Fund Performance

FACFX performance across multiple time periods: 1-month 0.26%, YTD 4.63%, 1-year 10.38%, 3-year 8.65%, 5-year 2.01%, 10-year 2.64%.

FACFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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