FAKDX Mutual Fund

FAKDX Mutual Fund

NAV$9.06
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Returns Overview

1 Year
-5.84%
3 Years (annualized)
+8.78%
5 Years (annualized)
+4.53%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAKDX 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
S&P 500 Value Total Return USD(^SP500VTR:SP)

FAKDX Mutual Fund Performance

FAKDX performance across multiple time periods: 1-year -5.84%, 3-year 8.78%, 5-year 4.53%, 10-year 7.58%.

FAKDX returns can be compared against peers and benchmarks. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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