FMILX Mutual Fund

FMILX Mutual Fund

NAV$79.07
See how much of FMILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.08%
3 Months
+0.95%
6 Months
+19.99%
YTD
+15.33%
1 Year
+20.53%
3 Years (annualized)
+23.21%
5 Years (annualized)
+17.07%
10 Years (annualized)
+15.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMILX 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)
+15.33%
Peer Avg (YTD)
+10.00%
vs Peers
+5.34%

FMILX Mutual Fund Performance

FMILX performance across multiple time periods: 1-month 1.08%, YTD 15.33%, 1-year 20.53%, 3-year 23.21%, 5-year 17.07%, 10-year 15.40%.

FMILX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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