FANCX Mutual Fund

NAV$8.38

Returns Overview

1 Month
+0.12%
3 Months
-0.01%
6 Months
-0.47%
YTD
-0.47%
1 Year
+1.28%
3 Years (annualized)
+3.57%
5 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FANCX 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
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-0.47%
Peer Avg (YTD)
+3.23%
vs Peers
-3.70%

FANCX Mutual Fund Performance

FANCX performance across multiple time periods: 1-month 0.12%, YTD -0.47%, 1-year 1.28%, 3-year 3.57%, 5-year 1.19%.

FANCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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