FMTAX Mutual Fund

FMTAX Mutual Fund

NAV$9.87
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Returns Overview

1 Month
-1.58%
3 Months
-1.82%
6 Months
-1.09%
YTD
-1.16%
1 Year
-0.71%
3 Years (annualized)
+3.05%
5 Years (annualized)
+1.16%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMTAX 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 1-5 Years Investment Grade 5% Pre-Refunded Index
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
-3.82%
vs Peers
+2.67%

FMTAX Mutual Fund Performance

FMTAX performance across multiple time periods: 1-month -1.58%, YTD -1.16%, 1-year -0.71%, 3-year 3.05%, 5-year 1.16%, 10-year 1.14%.

FMTAX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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