FOFZX Mutual Fund

FOFZX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
-5.43%
3 Months
-7.75%
6 Months
-5.97%
YTD
-7.04%
1 Year
-6.06%
3 Years (annualized)
+3.55%
5 Years (annualized)
+0.12%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOFZX 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)
-7.04%
Peer Avg (YTD)
-3.84%
vs Peers
-3.20%

FOFZX Mutual Fund Performance

FOFZX performance across multiple time periods: 1-month -5.43%, YTD -7.04%, 1-year -6.06%, 3-year 3.55%, 5-year 0.12%, 10-year 1.42%.

FOFZX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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