FADIX Mutual Fund

FADIX Mutual Fund

NAV$29.97
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Returns Overview

1 Month
-2.09%
3 Months
-2.06%
6 Months
+12.43%
YTD
+10.39%
1 Year
+16.21%
3 Years (annualized)
+16.12%
5 Years (annualized)
+5.67%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+8.68%
vs Peers
+1.71%

FADIX Mutual Fund Performance

FADIX performance across multiple time periods: 1-month -2.09%, YTD 10.39%, 1-year 16.21%, 3-year 16.12%, 5-year 5.67%, 10-year 8.87%.

FADIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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