FOFRX Mutual Fund

FOFRX Mutual Fund

NAV$10.30
See how much of FOFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.93%
3 Months
-0.38%
6 Months
+0.26%
YTD
+0.76%
1 Year
+6.66%
3 Years (annualized)
+3.24%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOFRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+0.23%
vs Peers
+0.53%

FOFRX Mutual Fund Performance

FOFRX performance across multiple time periods: 1-month -1.93%, YTD 0.76%, 1-year 6.66%, 3-year 3.24%, 5-year 0.11%, 10-year 1.48%.

FOFRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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