FOFZX Mutual Fund

FOFZX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+3.99%
3 Months
-2.28%
6 Months
-2.56%
YTD
-1.56%
1 Year
-0.73%
3 Years (annualized)
+4.48%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOFZX 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
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📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.56%
Peer Avg (YTD)
-0.87%
vs Peers
-0.69%

FOFZX Mutual Fund Performance

FOFZX performance across multiple time periods: 1-month 3.99%, YTD -1.56%, 1-year -0.73%, 3-year 4.48%, 5-year -0.07%, 10-year 1.30%.

FOFZX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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