FMFEX Mutual Fund

FMFEX Mutual Fund

NAV$97.08
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Returns Overview

1 Month
-7.66%
3 Months
-4.29%
6 Months
-4.26%
YTD
+5.57%
1 Year
+6.80%
3 Years (annualized)
+7.27%
5 Years (annualized)
+5.73%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFEX 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
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+7.76%
vs Peers
-2.19%

FMFEX Mutual Fund Performance

FMFEX performance across multiple time periods: 1-month -7.66%, YTD 5.57%, 1-year 6.80%, 3-year 7.27%, 5-year 5.73%, 10-year 8.06%.

FMFEX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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