FONPX Mutual Fund

FONPX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
-3.59%
3 Months
-5.10%
6 Months
-3.42%
YTD
-3.71%
1 Year
-2.33%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FONPX 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
PROUpgrade to run
🏦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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-3.71%
Peer Avg (YTD)
-3.84%
vs Peers
+0.13%

FONPX Mutual Fund Performance

FONPX performance across multiple time periods: 1-month -3.59%, YTD -3.71%, 1-year -2.33%, 3-year 3.15%, 5-year 0.61%, 10-year 1.52%.

FONPX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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