FAVOX Mutual Fund

FAVOX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
-1.78%
3 Months
-0.51%
6 Months
+11.17%
YTD
+9.13%
1 Year
+12.81%
3 Years (annualized)
+15.34%
5 Years (annualized)
+8.54%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVOX 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
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+7.09%
vs Peers
+2.04%

FAVOX Mutual Fund Performance

FAVOX performance across multiple time periods: 1-month -1.78%, YTD 9.13%, 1-year 12.81%, 3-year 15.34%, 5-year 8.54%, 10-year 10.98%.

FAVOX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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