FUENX Mutual Fund

FUENX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-3.99%
3 Months
-5.53%
6 Months
-3.55%
YTD
-4.05%
1 Year
-2.45%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUENX 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)
-4.05%
Peer Avg (YTD)
-3.84%
vs Peers
-0.21%

FUENX Mutual Fund Performance

FUENX performance across multiple time periods: 1-month -3.99%, YTD -4.05%, 1-year -2.45%, 3-year 3.86%, 5-year 0.94%.

FUENX returns trail the peer average of -3.84% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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