FAMVX Mutual Fund

FAMVX Mutual Fund

NAV$107.54
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Returns Overview

1 Month
-2.95%
3 Months
-2.13%
6 Months
+7.02%
YTD
+5.22%
1 Year
+4.38%
3 Years (annualized)
+11.69%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMVX 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
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+6.72%
vs Peers
-1.51%

FAMVX Mutual Fund Performance

FAMVX performance across multiple time periods: 1-month -2.95%, YTD 5.22%, 1-year 4.38%, 3-year 11.69%, 5-year 6.87%, 10-year 10.30%.

FAMVX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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