FACFX Mutual Fund

FACFX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
-1.90%
3 Months
-1.98%
6 Months
+2.64%
YTD
+2.55%
1 Year
+5.08%
3 Years (annualized)
+8.69%
5 Years (annualized)
+1.74%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACFX 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 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+7.09%
vs Peers
-4.54%

FACFX Mutual Fund Performance

FACFX performance across multiple time periods: 1-month -1.90%, YTD 2.55%, 1-year 5.08%, 3-year 8.69%, 5-year 1.74%, 10-year 2.35%.

FACFX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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