EXFLX Mutual Fund

EXFLX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+0.32%
3 Months
+0.54%
6 Months
+0.88%
YTD
+1.61%
1 Year
+2.35%
3 Years (annualized)
+3.10%
5 Years (annualized)
+2.18%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXFLX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+0.15%
vs Peers
+1.46%

EXFLX Mutual Fund Performance

EXFLX performance across multiple time periods: 1-month 0.32%, YTD 1.61%, 1-year 2.35%, 3-year 3.10%, 5-year 2.18%, 10-year 1.56%.

EXFLX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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