FACVX Mutual Fund

FACVX Mutual Fund

NAV$40.54
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Returns Overview

1 Month
-1.03%
3 Months
-5.84%
6 Months
+10.01%
YTD
+12.40%
1 Year
+15.66%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.86%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+10.47%
vs Peers
+1.94%

FACVX Mutual Fund Performance

FACVX performance across multiple time periods: 1-month -1.03%, YTD 12.40%, 1-year 15.66%, 3-year 16.98%, 5-year 7.86%, 10-year 12.23%.

FACVX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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