FANCX Mutual Fund

FANCX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
-0.12%
3 Months
+0.25%
6 Months
-0.45%
YTD
-0.33%
1 Year
+0.77%
3 Years (annualized)
+3.33%
5 Years (annualized)
+1.22%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FANCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-0.33%
Peer Avg (YTD)
+2.15%
vs Peers
-2.49%

FANCX Mutual Fund Performance

FANCX performance across multiple time periods: 1-month -0.12%, YTD -0.33%, 1-year 0.77%, 3-year 3.33%, 5-year 1.22%, 10-year 1.05%.

FANCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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