FAFKX Mutual Fund

FAFKX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
-1.79%
3 Months
-1.00%
6 Months
-0.17%
YTD
+0.07%
1 Year
+4.84%
3 Years (annualized)
+2.03%
5 Years (annualized)
-0.75%
10 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFKX 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
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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)
+0.07%
Peer Avg (YTD)
+0.23%
vs Peers
-0.16%

FAFKX Mutual Fund Performance

FAFKX performance across multiple time periods: 1-month -1.79%, YTD 0.07%, 1-year 4.84%, 3-year 2.03%, 5-year -0.75%, 10-year 0.96%.

FAFKX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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