FAFEX Mutual Fund

NAV$16.24

Returns Overview

1 Month
+0.81%
3 Months
+9.07%
6 Months
+8.51%
YTD
+7.88%
1 Year
+18.25%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.32%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFEX 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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+7.64%
vs Peers
+0.24%

FAFEX Mutual Fund Performance

FAFEX performance across multiple time periods: 1-month 0.81%, YTD 7.88%, 1-year 18.25%, 3-year 13.99%, 5-year 6.32%, 10-year 9.28%.

FAFEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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