FSHAX Mutual Fund

FSHAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
-0.41%
3 Months
+0.04%
6 Months
+0.36%
YTD
+0.90%
1 Year
+1.93%
3 Years (annualized)
+2.93%
5 Years (annualized)
+1.22%
10 Years (annualized)
+1.30%

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
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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 Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.23%
vs Peers
+0.67%

FSHAX Mutual Fund Performance

FSHAX performance across multiple time periods: 1-month -0.41%, YTD 0.90%, 1-year 1.93%, 3-year 2.93%, 5-year 1.22%, 10-year 1.30%.

FSHAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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