FAVNX Mutual Fund

FAVNX Mutual Fund

NAV$28.26
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Returns Overview

1 Month
-0.07%
3 Months
-0.21%
6 Months
+2.06%
YTD
+6.80%
1 Year
+8.08%
3 Years (annualized)
+16.64%
5 Years (annualized)
+6.42%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+6.71%
vs Peers
+0.09%

FAVNX Mutual Fund Performance

FAVNX performance across multiple time periods: 1-month -0.07%, YTD 6.80%, 1-year 8.08%, 3-year 16.64%, 5-year 6.42%, 10-year 9.96%.

FAVNX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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