FIMVX Mutual Fund

FIMVX Mutual Fund

NAV$31.81
See how much of FIMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.95%
3 Months
-1.99%
6 Months
+1.44%
YTD
+3.97%
1 Year
+16.87%
3 Years (annualized)
+13.88%
5 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+6.73%
vs Peers
-2.76%

FIMVX Mutual Fund Performance

FIMVX performance across multiple time periods: 1-month -4.95%, YTD 3.97%, 1-year 16.87%, 3-year 13.88%, 5-year 7.53%.

FIMVX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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