FSHAX Mutual Fund

NAV$9.80

Returns Overview

1 Month
+0.10%
6 Months
+0.39%
YTD
+0.39%
1 Year
+1.87%
3 Years (annualized)
+2.91%
5 Years (annualized)
+1.20%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHAX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+1.79%
vs Peers
-1.39%

FSHAX Mutual Fund Performance

FSHAX performance across multiple time periods: 1-month 0.10%, YTD 0.39%, 1-year 1.87%, 3-year 2.91%, 5-year 1.20%, 10-year 1.31%.

FSHAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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