FAFCX Mutual Fund

NAV$33.45

Returns Overview

1 Month
-4.61%
3 Months
+5.36%
6 Months
+3.43%
YTD
-4.91%
1 Year
+9.67%
3 Years
+16.96%
5 Years
+13.00%
10 Years
+13.41%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FAFCX 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 USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
-4.91%
Peer Avg (YTD)
+2.40%
vs Peers
-7.31%

FAFCX Mutual Fund Performance

FAFCX performance across multiple time periods: 1-month -4.61%, YTD -4.91%, 1-year 9.67%, 3-year 16.96%, 5-year 13.00%, 10-year 13.41%.

FAFCX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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