FRALX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+1.05%
3 Months
+2.79%
6 Months
+2.46%
YTD
+2.36%
1 Year
+7.23%
3 Years (annualized)
+3.60%
5 Years (annualized)
+0.48%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRALX 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

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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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+1.79%
vs Peers
+0.58%

FRALX Mutual Fund Performance

FRALX performance across multiple time periods: 1-month 1.05%, YTD 2.36%, 1-year 7.23%, 3-year 3.60%, 5-year 0.48%, 10-year 1.63%.

FRALX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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