FMUFX Mutual Fund

FMUFX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-2.76%
3 Months
-2.44%
6 Months
+5.67%
YTD
+4.12%
1 Year
+7.23%
3 Years (annualized)
+10.40%
5 Years (annualized)
+4.92%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUFX 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%

FMUFX Mutual Fund Performance

FMUFX performance across multiple time periods: 1-month -2.76%, YTD 4.12%, 1-year 7.23%, 3-year 10.40%, 5-year 4.92%, 10-year 5.97%.

FMUFX 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.

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