FOTAX Mutual Fund

FOTAX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-0.18%
3 Months
-1.25%
6 Months
-1.79%
YTD
-0.12%
1 Year
+3.35%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.40%

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)
-0.12%
Peer Avg (YTD)
+0.15%
vs Peers
-0.27%

FOTAX Mutual Fund Performance

FOTAX performance across multiple time periods: 1-month -0.18%, YTD -0.12%, 1-year 3.35%, 3-year 3.15%, 5-year 0.43%, 10-year 1.40%.

FOTAX returns trail the peer average of 0.15% 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.