FNTYX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+0.51%
3 Months
+2.42%
6 Months
+2.44%
YTD
+2.44%
1 Year
+7.51%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNTYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+1.79%
vs Peers
+0.66%

FNTYX Mutual Fund Performance

FNTYX performance across multiple time periods: 1-month 0.51%, YTD 2.44%, 1-year 7.51%, 3-year 3.35%, 5-year 0.22%, 10-year 1.52%.

FNTYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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