FMOTX Mutual Fund

FMOTX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
-4.87%
3 Months
-6.95%
6 Months
-4.57%
YTD
-4.46%
1 Year
-2.86%
3 Years (annualized)
+3.17%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMOTX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-4.46%
Peer Avg (YTD)
-3.82%
vs Peers
-0.64%

FMOTX Mutual Fund Performance

FMOTX performance across multiple time periods: 1-month -4.87%, YTD -4.46%, 1-year -2.86%, 3-year 3.17%, 5-year 0.31%, 10-year 1.69%.

FMOTX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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