FARYX Mutual Fund

NAV$10.12

Returns Overview

1 Month
-3.04%
3 Months
-2.58%
6 Months
+3.34%
YTD
+3.03%
1 Year
+10.19%
3 Years (annualized)
+8.92%
5 Years (annualized)
+5.13%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays 3-month USD LIBOR Cash Index
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+3.47%
vs Peers
-0.44%

FARYX Mutual Fund Performance

FARYX performance across multiple time periods: 1-month -3.04%, YTD 3.03%, 1-year 10.19%, 3-year 8.92%, 5-year 5.13%, 10-year 5.08%.

FARYX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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