FARCX Mutual Fund

FARCX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
-5.61%
3 Months
-6.07%
6 Months
+4.25%
YTD
+8.61%
1 Year
+8.07%
3 Years (annualized)
+10.60%
5 Years (annualized)
+2.87%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARCX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+4.73%
vs Peers
+3.87%

FARCX Mutual Fund Performance

FARCX performance across multiple time periods: 1-month -5.61%, YTD 8.61%, 1-year 8.07%, 3-year 10.60%, 5-year 2.87%, 10-year 5.33%.

FARCX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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