FOFQX Mutual Fund

FOFQX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-5.45%
3 Months
-7.49%
6 Months
-4.79%
YTD
-5.08%
1 Year
-3.36%
3 Years (annualized)
+3.33%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOFQX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.08%
Peer Avg (YTD)
-3.84%
vs Peers
-1.24%

FOFQX Mutual Fund Performance

FOFQX performance across multiple time periods: 1-month -5.45%, YTD -5.08%, 1-year -3.36%, 3-year 3.33%, 5-year -0.11%, 10-year 1.21%.

FOFQX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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