EXFLX Mutual Fund

EXFLX Mutual Fund

NAV$9.72
See how much of EXFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.73%
3 Months
+0.34%
6 Months
+0.77%
YTD
+1.63%
1 Year
+2.09%
3 Years (annualized)
+2.99%
5 Years (annualized)
+2.22%
10 Years (annualized)
+1.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
-0.87%
vs Peers
+2.49%

EXFLX Mutual Fund Performance

EXFLX performance across multiple time periods: 1-month 0.73%, YTD 1.63%, 1-year 2.09%, 3-year 2.99%, 5-year 2.22%, 10-year 1.54%.

EXFLX returns outperform the peer average of -0.87% 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.