FMPEX Mutual Fund

FMPEX Mutual Fund

NAV$34.07
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Returns Overview

1 Month
-6.22%
3 Months
-5.17%
6 Months
+14.34%
YTD
+19.65%
1 Year
+32.72%
3 Years (annualized)
+23.27%
5 Years (annualized)
+15.24%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPEX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.65%
Peer Avg (YTD)
+6.72%
vs Peers
+12.93%

FMPEX Mutual Fund Performance

FMPEX performance across multiple time periods: 1-month -6.22%, YTD 19.65%, 1-year 32.72%, 3-year 23.27%, 5-year 15.24%, 10-year 12.04%.

FMPEX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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