FASIX Mutual Fund

FASIX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+0.56%
3 Months
-0.39%
6 Months
+0.45%
YTD
+3.23%
1 Year
+4.15%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.00%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASIX 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 ACWI ex US Index
This Mutual Fund (YTD)
+3.23%
Peer Avg (YTD)
+3.02%
vs Peers
+0.21%

FASIX Mutual Fund Performance

FASIX performance across multiple time periods: 1-month 0.56%, YTD 3.23%, 1-year 4.15%, 3-year 8.78%, 5-year 3.00%, 10-year 4.25%.

FASIX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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