FAIEX Mutual Fund

FAIEX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-2.51%
3 Months
-1.27%
6 Months
+10.96%
YTD
+10.17%
1 Year
+14.42%
3 Years (annualized)
+17.88%
5 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAIEX 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)
+10.17%
Peer Avg (YTD)
+8.67%
vs Peers
+1.50%

FAIEX Mutual Fund Performance

FAIEX performance across multiple time periods: 1-month -2.51%, YTD 10.17%, 1-year 14.42%, 3-year 17.88%, 5-year 7.40%.

FAIEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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