FAYZX Mutual Fund

FAYZX Mutual Fund

NAV$17.04
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Returns Overview

3 Months
+2.73%
6 Months
+4.16%
YTD
+11.66%
1 Year
+15.35%
3 Years (annualized)
+12.90%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAYZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+6.28%
vs Peers
+5.38%

FAYZX Mutual Fund Performance

FAYZX performance across multiple time periods: YTD 11.66%, 1-year 15.35%, 3-year 12.90%, 5-year 6.72%, 10-year 9.06%.

FAYZX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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