FAURX Mutual Fund

NAV$7.50

Returns Overview

1 Month
+0.22%
3 Months
+0.67%
6 Months
+1.24%
YTD
+1.24%
1 Year
+3.83%
3 Years (annualized)
+5.24%
5 Years (annualized)
+2.57%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAURX 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
Bloomberg US Government/Credit 1-3 Year Index
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+3.23%
vs Peers
-1.99%

FAURX Mutual Fund Performance

FAURX performance across multiple time periods: 1-month 0.22%, YTD 1.24%, 1-year 3.83%, 3-year 5.24%, 5-year 2.57%, 10-year 1.92%.

FAURX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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