FAFOX Mutual Fund

FAFOX Mutual Fund

NAV$9.91
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Returns Overview

1 Month
+4.13%
3 Months
-0.80%
6 Months
-1.20%
YTD
-0.37%
1 Year
-0.10%
3 Years (annualized)
+3.77%
5 Years (annualized)
-0.11%
10 Years (annualized)
+0.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAFOX 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)
-0.37%
Peer Avg (YTD)
-0.87%
vs Peers
+0.50%

FAFOX Mutual Fund Performance

FAFOX performance across multiple time periods: 1-month 4.13%, YTD -0.37%, 1-year -0.10%, 3-year 3.77%, 5-year -0.11%, 10-year 0.86%.

FAFOX returns outperform 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.

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