FASCX Mutual Fund

FASCX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
+0.36%
3 Months
-0.44%
6 Months
+3.03%
YTD
+4.67%
1 Year
+6.37%
3 Years (annualized)
+9.15%
5 Years (annualized)
+4.11%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+5.40%
vs Peers
-0.73%

FASCX Mutual Fund Performance

FASCX performance across multiple time periods: 1-month 0.36%, YTD 4.67%, 1-year 6.37%, 3-year 9.15%, 5-year 4.11%, 10-year 3.96%.

FASCX returns trail the peer average of 5.40% YTD. With an expense ratio of 3.18%, investors should weigh costs against performance when evaluating this mutual fund.

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