FANDX Mutual Fund

FANDX Mutual Fund

NAV$10.20
See how much of FANDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.03%
3 Months
+0.44%
6 Months
+0.98%
YTD
+1.07%
1 Year
+1.85%
3 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FANDX 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
BBG US 6 - 9 Month Index(^BBGUS6-9M)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+0.50%
vs Peers
+0.57%

FANDX Mutual Fund Performance

FANDX performance across multiple time periods: 1-month -0.03%, YTD 1.07%, 1-year 1.85%, 3-year 3.45%.

FANDX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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