FAFSX Mutual Fund

NAV$34.83

Returns Overview

1 Month
-4.55%
3 Months
+5.16%
6 Months
+3.34%
YTD
-4.83%
1 Year
+9.85%
3 Years
+17.42%
5 Years
+13.49%
10 Years
+13.93%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FAFSX 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)
-4.83%
Peer Avg (YTD)
+2.40%
vs Peers
-7.23%

FAFSX Mutual Fund Performance

FAFSX performance across multiple time periods: 1-month -4.55%, YTD -4.83%, 1-year 9.85%, 3-year 17.42%, 5-year 13.49%, 10-year 13.93%.

FAFSX returns trail the peer average of 2.40% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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