FASHX Mutual Fund

FASHX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
-0.55%
3 Months
+0.03%
6 Months
-0.53%
YTD
+0.58%
1 Year
+1.62%
3 Years (annualized)
+2.92%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FASHX 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 1-6 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+0.23%
vs Peers
+0.35%

FASHX Mutual Fund Performance

FASHX performance across multiple time periods: 1-month -0.55%, YTD 0.58%, 1-year 1.62%, 3-year 2.92%, 5-year 0.86%, 10-year 1.24%.

FASHX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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