FMPOX Mutual Fund

FMPOX Mutual Fund

NAV$36.72
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Returns Overview

1 Month
-6.17%
3 Months
-4.95%
6 Months
+14.89%
YTD
+17.00%
1 Year
+24.98%
3 Years (annualized)
+21.40%
5 Years (annualized)
+13.39%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPOX 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)
+17.00%
Peer Avg (YTD)
+6.72%
vs Peers
+10.28%

FMPOX Mutual Fund Performance

FMPOX performance across multiple time periods: 1-month -6.17%, YTD 17.00%, 1-year 24.98%, 3-year 21.40%, 5-year 13.39%, 10-year 11.72%.

FMPOX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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