FAMYX Mutual Fund

FAMYX Mutual Fund

NAV$10.05
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Returns Overview

3 Months
+0.54%
6 Months
+1.03%
YTD
+1.50%
1 Year
+2.74%
3 Years (annualized)
+1.96%
5 Years (annualized)
+0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond 2023 Index Ex Tobacco/Prepaid Gas
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
-2.04%
vs Peers
+3.53%

FAMYX Mutual Fund Performance

FAMYX performance across multiple time periods: YTD 1.50%, 1-year 2.74%, 3-year 1.96%, 5-year 0.87%.

FAMYX returns outperform the peer average of -2.04% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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