FAFNX Mutual Fund

FAFNX Mutual Fund

NAV$10.15
See how much of FAFNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.40%
3 Months
-1.79%
6 Months
-2.59%
YTD
-2.14%
1 Year
-1.83%
3 Years (annualized)
+2.88%
5 Years (annualized)
-1.38%
10 Years (annualized)
+0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFNX 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)
-2.14%
Peer Avg (YTD)
-0.87%
vs Peers
-1.28%

FAFNX Mutual Fund Performance

FAFNX performance across multiple time periods: 1-month 3.40%, YTD -2.14%, 1-year -1.83%, 3-year 2.88%, 5-year -1.38%, 10-year 0.36%.

FAFNX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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