FACTX Mutual Fund

NAV$54.64

Returns Overview

1 Month
+11.31%
3 Months
+16.33%
6 Months
+9.18%
YTD
+9.60%
1 Year
+45.75%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.79%
10 Years (annualized)
+13.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACTX 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
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📉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

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)
+9.60%
Peer Avg (YTD)
+7.57%
vs Peers
+2.03%

FACTX Mutual Fund Performance

FACTX performance across multiple time periods: 1-month 11.31%, YTD 9.60%, 1-year 45.75%, 3-year 17.89%, 5-year 9.79%, 10-year 13.54%.

FACTX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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