FMUIX Mutual Fund

FMUIX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-2.74%
3 Months
-2.38%
6 Months
+5.80%
YTD
+4.65%
1 Year
+7.64%
3 Years (annualized)
+10.70%
5 Years (annualized)
+5.21%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUIX 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)
+4.65%
Peer Avg (YTD)
+2.46%
vs Peers
+2.19%

FMUIX Mutual Fund Performance

FMUIX performance across multiple time periods: 1-month -2.74%, YTD 4.65%, 1-year 7.64%, 3-year 10.70%, 5-year 5.21%, 10-year 6.24%.

FMUIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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