FMIMX Mutual Fund

FMIMX Mutual Fund

NAV$37.40
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Returns Overview

1 Month
-6.08%
3 Months
-5.40%
6 Months
+9.08%
YTD
+8.50%
1 Year
+7.62%
3 Years (annualized)
+12.49%
5 Years (annualized)
+10.03%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIMX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+8.50%
Peer Avg (YTD)
+6.72%
vs Peers
+1.78%

FMIMX Mutual Fund Performance

FMIMX performance across multiple time periods: 1-month -6.08%, YTD 8.50%, 1-year 7.62%, 3-year 12.49%, 5-year 10.03%, 10-year 11.58%.

FMIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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