FAGAX Mutual Fund

FAGAX Mutual Fund

NAV$242.13
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Returns Overview

1 Month
+3.53%
3 Months
-0.52%
6 Months
+28.50%
YTD
+16.06%
1 Year
+18.02%
3 Years (annualized)
+27.54%
5 Years (annualized)
+10.06%
10 Years (annualized)
+21.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAGAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+8.68%
vs Peers
+7.38%

FAGAX Mutual Fund Performance

FAGAX performance across multiple time periods: 1-month 3.53%, YTD 16.06%, 1-year 18.02%, 3-year 27.54%, 5-year 10.06%, 10-year 21.28%.

FAGAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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