FSAJX Mutual Fund

FSAJX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-4.04%
3 Months
-5.84%
6 Months
-3.89%
YTD
-4.47%
1 Year
-2.98%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAJX 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 3+ Year Non-AMT Municipal Bond Index
This Mutual Fund (YTD)
-4.47%
Peer Avg (YTD)
-3.84%
vs Peers
-0.63%

FSAJX Mutual Fund Performance

FSAJX performance across multiple time periods: 1-month -4.04%, YTD -4.47%, 1-year -2.98%, 3-year 3.51%, 5-year 0.49%.

FSAJX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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