FACCX Mutual Fund

NAV$9.78

Returns Overview

1 Month
+0.40%
3 Months
+2.29%
6 Months
+1.84%
YTD
+1.84%
1 Year
+5.12%
3 Years (annualized)
+2.87%
5 Years (annualized)
-1.43%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FACCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+1.79%
vs Peers
+0.05%

FACCX Mutual Fund Performance

FACCX performance across multiple time periods: 1-month 0.40%, YTD 1.84%, 1-year 5.12%, 3-year 2.87%, 5-year -1.43%, 10-year 0.96%.

FACCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

FACCX performance comparison shows side-by-side returns with another fund. FACCX alternatives are available in the Mutual Fund Screener.