FMIUX Mutual Fund

FMIUX Mutual Fund

NAV$37.47
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Returns Overview

1 Month
-6.07%
3 Months
-5.36%
6 Months
+9.16%
YTD
+8.61%
1 Year
+7.74%
3 Years (annualized)
+12.62%
5 Years (annualized)
+10.16%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIUX 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
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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)
+8.61%
Peer Avg (YTD)
+6.72%
vs Peers
+1.89%

FMIUX Mutual Fund Performance

FMIUX performance across multiple time periods: 1-month -6.07%, YTD 8.61%, 1-year 7.74%, 3-year 12.62%, 5-year 10.16%, 10-year 12.06%.

FMIUX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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