FOITX Mutual Fund

FOITX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-4.94%
3 Months
-7.06%
6 Months
-4.74%
YTD
-4.96%
1 Year
-3.43%
3 Years (annualized)
+2.98%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOITX 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)
-4.96%
Peer Avg (YTD)
-3.84%
vs Peers
-1.12%

FOITX Mutual Fund Performance

FOITX performance across multiple time periods: 1-month -4.94%, YTD -4.96%, 1-year -3.43%, 3-year 2.98%, 5-year -0.61%, 10-year 0.85%.

FOITX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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