FSAJX Mutual Fund

FSAJX Mutual Fund

NAV$9.53
See how much of FSAJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.10%
3 Months
-1.11%
6 Months
-2.09%
YTD
-0.45%
1 Year
+3.55%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAJX 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 3+ Year Non-AMT Municipal Bond Index
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+0.15%
vs Peers
-0.59%

FSAJX Mutual Fund Performance

FSAJX performance across multiple time periods: 1-month -0.10%, YTD -0.45%, 1-year 3.55%, 3-year 3.51%, 5-year 0.49%.

FSAJX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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