FALRX Mutual Fund

FALRX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
+3.05%
3 Months
-1.64%
6 Months
-1.79%
YTD
-1.02%
1 Year
-0.70%
3 Years (annualized)
+4.91%
5 Years (annualized)
+0.01%
10 Years (annualized)
+1.53%

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
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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)
-1.02%
Peer Avg (YTD)
-0.87%
vs Peers
-0.15%

FALRX Mutual Fund Performance

FALRX performance across multiple time periods: 1-month 3.05%, YTD -1.02%, 1-year -0.70%, 3-year 4.91%, 5-year 0.01%, 10-year 1.53%.

FALRX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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