FAETX Mutual Fund

FAETX Mutual Fund

NAV$19.36
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Returns Overview

1 Month
-2.49%
3 Months
-2.04%
6 Months
+5.27%
YTD
+3.40%
1 Year
+6.12%
3 Years (annualized)
+12.54%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAETX 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 ACWI ex US Index
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+7.09%
vs Peers
-3.69%

FAETX Mutual Fund Performance

FAETX performance across multiple time periods: 1-month -2.49%, YTD 3.40%, 1-year 6.12%, 3-year 12.54%, 5-year 5.96%, 10-year 8.69%.

FAETX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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