FOFRX Mutual Fund

FOFRX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-5.34%
3 Months
-7.42%
6 Months
-4.65%
YTD
-4.88%
1 Year
-3.08%
3 Years (annualized)
+3.58%
5 Years (annualized)
+0.15%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOFRX 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)
-4.88%
Peer Avg (YTD)
-3.84%
vs Peers
-1.04%

FOFRX Mutual Fund Performance

FOFRX performance across multiple time periods: 1-month -5.34%, YTD -4.88%, 1-year -3.08%, 3-year 3.58%, 5-year 0.15%, 10-year 1.48%.

FOFRX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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