FAARX Mutual Fund

FAARX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-2.30%
3 Months
-0.56%
6 Months
-1.39%
YTD
+0.43%
1 Year
+5.18%
3 Years (annualized)
+3.07%
5 Years (annualized)
-1.06%
10 Years (annualized)
+1.67%

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
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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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
+0.23%
vs Peers
+0.20%

FAARX Mutual Fund Performance

FAARX performance across multiple time periods: 1-month -2.30%, YTD 0.43%, 1-year 5.18%, 3-year 3.07%, 5-year -1.06%, 10-year 1.67%.

FAARX returns outperform the peer average of 0.23% 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.