FMNEX Mutual Fund

FMNEX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
-2.41%
3 Months
+4.51%
6 Months
+10.81%
YTD
+13.57%
1 Year
+22.07%
3 Years (annualized)
+23.42%
5 Years (annualized)
+12.93%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMNEX 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 EAFE Small Company Index
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+7.86%
vs Peers
+5.70%

FMNEX Mutual Fund Performance

FMNEX performance across multiple time periods: 1-month -2.41%, YTD 13.57%, 1-year 22.07%, 3-year 23.42%, 5-year 12.93%, 10-year 10.47%.

FMNEX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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