FAFEX Mutual Fund

FAFEX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-2.17%
3 Months
-2.35%
6 Months
+6.51%
YTD
+5.34%
1 Year
+10.32%
3 Years (annualized)
+13.99%
5 Years (annualized)
+5.90%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFEX 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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+7.09%
vs Peers
-1.74%

FAFEX Mutual Fund Performance

FAFEX performance across multiple time periods: 1-month -2.17%, YTD 5.34%, 1-year 10.32%, 3-year 13.99%, 5-year 5.90%, 10-year 8.81%.

FAFEX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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