FALRX Mutual Fund

NAV$10.09

Returns Overview

1 Month
+1.06%
3 Months
+2.92%
6 Months
+2.53%
YTD
+2.53%
1 Year
+7.44%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALRX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+1.79%
vs Peers
+0.74%

FALRX Mutual Fund Performance

FALRX performance across multiple time periods: 1-month 1.06%, YTD 2.53%, 1-year 7.44%, 3-year 3.75%, 5-year 0.63%.

FALRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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