FALZX Mutual Fund

FALZX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-4.23%
3 Months
-6.60%
6 Months
-4.65%
YTD
-5.77%
1 Year
-4.93%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FALZX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-5.77%
Peer Avg (YTD)
-3.84%
vs Peers
-1.93%

FALZX Mutual Fund Performance

FALZX performance across multiple time periods: 1-month -4.23%, YTD -5.77%, 1-year -4.93%, 3-year 3.54%, 5-year 0.05%, 10-year 1.50%.

FALZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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