FADIX Mutual Fund

FADIX Mutual Fund

NAV$29.44
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Returns Overview

1 Month
-3.59%
3 Months
-3.71%
6 Months
+0.17%
YTD
+7.44%
1 Year
+9.98%
3 Years (annualized)
+18.08%
5 Years (annualized)
+4.66%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+4.64%
vs Peers
+2.80%

FADIX Mutual Fund Performance

FADIX performance across multiple time periods: 1-month -3.59%, YTD 7.44%, 1-year 9.98%, 3-year 18.08%, 5-year 4.66%, 10-year 8.46%.

FADIX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

FADIX vs another fund shows side-by-side returns. FADIX alternatives are available in the Mutual Fund Screener.