FMCHX Mutual Fund

FMCHX Mutual Fund

NAV$49.56
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Returns Overview

1 Month
-2.74%
3 Months
-7.75%
6 Months
+6.73%
YTD
+9.97%
1 Year
+15.02%
3 Years (annualized)
+14.36%
5 Years (annualized)
+10.11%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCHX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+6.72%
vs Peers
+3.25%

FMCHX Mutual Fund Performance

FMCHX performance across multiple time periods: 1-month -2.74%, YTD 9.97%, 1-year 15.02%, 3-year 14.36%, 5-year 10.11%, 10-year 12.00%.

FMCHX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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