FAMAX Mutual Fund

FAMAX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+3.51%
3 Months
-0.51%
6 Months
-1.22%
YTD
-0.51%
1 Year
+0.10%
3 Years (annualized)
+3.98%
5 Years (annualized)
+0.66%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMAX 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)
-0.51%
Peer Avg (YTD)
-0.87%
vs Peers
+0.35%

FAMAX Mutual Fund Performance

FAMAX performance across multiple time periods: 1-month 3.51%, YTD -0.51%, 1-year 0.10%, 3-year 3.98%, 5-year 0.66%, 10-year 1.57%.

FAMAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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