FAMTX Mutual Fund

FAMTX Mutual Fund

NAV$9.55
See how much of FAMTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.54%
3 Months
-0.46%
6 Months
-1.13%
YTD
-0.36%
1 Year
+0.28%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
-0.87%
vs Peers
+0.50%

FAMTX Mutual Fund Performance

FAMTX performance across multiple time periods: 1-month 3.54%, YTD -0.36%, 1-year 0.28%, 3-year 4.18%, 5-year 0.86%, 10-year 1.77%.

FAMTX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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