FMAOX Mutual Fund

FMAOX Mutual Fund

NAV$15.61
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Returns Overview

3 Months
-1.98%
6 Months
+6.83%
YTD
+4.90%
1 Year
+3.34%
3 Years (annualized)
+17.18%
5 Years (annualized)
+9.16%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+8.51%
vs Peers
-3.61%

FMAOX Mutual Fund Performance

FMAOX performance across multiple time periods: YTD 4.90%, 1-year 3.34%, 3-year 17.18%, 5-year 9.16%, 10-year 14.03%.

FMAOX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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