FASHX Mutual Fund

FASHX Mutual Fund

NAV$10.34
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Returns Overview

1 Month
+0.40%
3 Months
+0.24%
6 Months
-0.59%
YTD
+0.34%
1 Year
+1.37%
3 Years (annualized)
+3.12%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.28%

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)
+0.34%
Peer Avg (YTD)
+0.15%
vs Peers
+0.19%

FASHX Mutual Fund Performance

FASHX performance across multiple time periods: 1-month 0.40%, YTD 0.34%, 1-year 1.37%, 3-year 3.12%, 5-year 0.98%, 10-year 1.28%.

FASHX returns outperform the peer average of 0.15% 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.