FFALX Mutual Fund

NAV$17.87

Returns Overview

1 Month
-1.60%
3 Months
-0.56%
6 Months
+0.45%
YTD
+3.29%
1 Year
+19.21%
3 Years (annualized)
+15.18%
5 Years (annualized)
+8.52%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFALX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
+3.29%
Peer Avg (YTD)
+5.87%
vs Peers
-2.57%

FFALX Mutual Fund Performance

FFALX performance across multiple time periods: 1-month -1.60%, YTD 3.29%, 1-year 19.21%, 3-year 15.18%, 5-year 8.52%, 10-year 7.93%.

FFALX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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