FAFAX Mutual Fund

FAFAX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-1.96%
3 Months
-1.97%
6 Months
+2.27%
YTD
+2.25%
1 Year
+3.82%
3 Years (annualized)
+7.57%
5 Years (annualized)
+2.58%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFAX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+7.09%
vs Peers
-4.84%

FAFAX Mutual Fund Performance

FAFAX performance across multiple time periods: 1-month -1.96%, YTD 2.25%, 1-year 3.82%, 3-year 7.57%, 5-year 2.58%, 10-year 4.18%.

FAFAX 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.

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