FAARX Mutual Fund

FAARX Mutual Fund

NAV$9.28
See how much of FAARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
-1.82%
6 Months
-2.39%
YTD
-0.39%
1 Year
+3.71%
3 Years (annualized)
+3.11%
5 Years (annualized)
-1.20%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAARX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+0.15%
vs Peers
-0.54%

FAARX Mutual Fund Performance

FAARX performance across multiple time periods: 1-month -0.72%, YTD -0.39%, 1-year 3.71%, 3-year 3.11%, 5-year -1.20%, 10-year 1.48%.

FAARX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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