FAMTX Mutual Fund

FAMTX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.21%
3 Months
+1.74%
6 Months
+1.73%
YTD
+1.62%
1 Year
+5.57%
3 Years (annualized)
+3.68%
5 Years (annualized)
+1.30%
10 Years (annualized)
+2.02%

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
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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)
+1.62%
Peer Avg (YTD)
+1.79%
vs Peers
-0.16%

FAMTX Mutual Fund Performance

FAMTX performance across multiple time periods: 1-month 0.21%, YTD 1.62%, 1-year 5.57%, 3-year 3.68%, 5-year 1.30%, 10-year 2.02%.

FAMTX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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