FAIDX Mutual Fund

FAIDX Mutual Fund

NAV$60.07
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Returns Overview

1 Month
-5.60%
3 Months
-4.89%
6 Months
-1.58%
YTD
+5.68%
1 Year
+5.78%
3 Years (annualized)
+19.46%
5 Years (annualized)
+4.76%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAIDX 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)
+5.68%
Peer Avg (YTD)
+4.64%
vs Peers
+1.04%

FAIDX Mutual Fund Performance

FAIDX performance across multiple time periods: 1-month -5.60%, YTD 5.68%, 1-year 5.78%, 3-year 19.46%, 5-year 4.76%, 10-year 8.65%.

FAIDX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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