FACTX Mutual Fund

FACTX Mutual Fund

NAV$56.16
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Returns Overview

1 Month
+0.93%
3 Months
+8.00%
6 Months
+25.64%
YTD
+18.37%
1 Year
+47.51%
3 Years (annualized)
+21.66%
5 Years (annualized)
+10.54%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACTX 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 US IMI/Health Care 25/50
This Mutual Fund (YTD)
+18.37%
Peer Avg (YTD)
+8.76%
vs Peers
+9.61%

FACTX Mutual Fund Performance

FACTX performance across multiple time periods: 1-month 0.93%, YTD 18.37%, 1-year 47.51%, 3-year 21.66%, 5-year 10.54%, 10-year 13.81%.

FACTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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