FAVQX Mutual Fund

FAVQX Mutual Fund

NAV$34.74
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Returns Overview

1 Month
-1.63%
6 Months
+13.34%
YTD
+10.93%
1 Year
+14.99%
3 Years (annualized)
+16.60%
5 Years (annualized)
+9.33%
10 Years (annualized)
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAVQX 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 2050 Composite Index
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+7.09%
vs Peers
+3.84%

FAVQX Mutual Fund Performance

FAVQX performance across multiple time periods: 1-month -1.63%, YTD 10.93%, 1-year 14.99%, 3-year 16.60%, 5-year 9.33%, 10-year 11.39%.

FAVQX 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.

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