FAXDX Mutual Fund

FAXDX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
-1.79%
3 Months
-0.93%
6 Months
+13.66%
YTD
+11.53%
1 Year
+16.62%
3 Years (annualized)
+18.61%
5 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXDX 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 2065 Composite Index
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+7.09%
vs Peers
+4.45%

FAXDX Mutual Fund Performance

FAXDX performance across multiple time periods: 1-month -1.79%, YTD 11.53%, 1-year 16.62%, 3-year 18.61%, 5-year 9.21%.

FAXDX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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