FACSX Mutual Fund

NAV$57.46

Returns Overview

1 Month
+4.36%
3 Months
+14.85%
6 Months
+20.74%
YTD
+19.23%
1 Year
+13.04%
3 Years (annualized)
+9.02%
5 Years (annualized)
+5.76%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.23%
Peer Avg (YTD)
+10.82%
vs Peers
+8.42%

FACSX Mutual Fund Performance

FACSX performance across multiple time periods: 1-month 4.36%, YTD 19.23%, 1-year 13.04%, 3-year 9.02%, 5-year 5.76%, 10-year 9.94%.

FACSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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