FMUAX Mutual Fund

FMUAX Mutual Fund

NAV$16.52
See how much of FMUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.76%
3 Months
-2.44%
6 Months
+5.60%
YTD
+4.12%
1 Year
+7.30%
3 Years (annualized)
+10.42%
5 Years (annualized)
+4.94%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUAX 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
PROUpgrade to run

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)
+4.12%
Peer Avg (YTD)
+2.46%
vs Peers
+1.66%

FMUAX Mutual Fund Performance

FMUAX performance across multiple time periods: 1-month -2.76%, YTD 4.12%, 1-year 7.30%, 3-year 10.42%, 5-year 4.94%, 10-year 6.13%.

FMUAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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