FOTAX Mutual Fund

FOTAX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-1.82%
3 Months
-1.20%
6 Months
-1.14%
YTD
-0.40%
1 Year
+3.74%
3 Years (annualized)
+2.78%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Intermediate Index(SAPIINT)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+0.23%
vs Peers
-0.63%

FOTAX Mutual Fund Performance

FOTAX performance across multiple time periods: 1-month -1.82%, YTD -0.40%, 1-year 3.74%, 3-year 2.78%, 5-year 0.33%, 10-year 1.35%.

FOTAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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