FMAEX Mutual Fund

FMAEX Mutual Fund

NAV$15.53
See how much of FMAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.52%
3 Months
-1.85%
6 Months
+16.68%
YTD
+7.43%
1 Year
+9.10%
3 Years (annualized)
+16.87%
5 Years (annualized)
+8.88%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+8.68%
vs Peers
-1.25%

FMAEX Mutual Fund Performance

FMAEX performance across multiple time periods: 1-month 0.52%, YTD 7.43%, 1-year 9.10%, 3-year 16.87%, 5-year 8.88%, 10-year 13.74%.

FMAEX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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