FALQX Mutual Fund

FALQX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-0.35%
3 Months
-1.21%
6 Months
-1.71%
YTD
+0.11%
1 Year
+4.68%
3 Years (annualized)
+3.28%
5 Years (annualized)
-0.20%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALQX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+0.15%
vs Peers
-0.04%

FALQX Mutual Fund Performance

FALQX performance across multiple time periods: 1-month -0.35%, YTD 0.11%, 1-year 4.68%, 3-year 3.28%, 5-year -0.20%, 10-year 1.26%.

FALQX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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