FUENX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.79%
3 Months
+2.10%
6 Months
+1.57%
YTD
+1.57%
1 Year
+6.35%
3 Years (annualized)
+4.17%
5 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUENX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.79%
vs Peers
-0.22%

FUENX Mutual Fund Performance

FUENX performance across multiple time periods: 1-month 0.79%, YTD 1.57%, 1-year 6.35%, 3-year 4.17%, 5-year 1.36%.

FUENX returns trail the peer average of 1.79% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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