FMULX Mutual Fund

FMULX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-0.77%
3 Months
-0.51%
6 Months
+0.08%
YTD
+0.21%
1 Year
+0.63%
3 Years (annualized)
+2.98%
5 Years (annualized)
+2.06%
10 Years (annualized)
+1.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMULX 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
Bloomberg 1-Year US Municipal Bond Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
-3.84%
vs Peers
+4.05%

FMULX Mutual Fund Performance

FMULX performance across multiple time periods: 1-month -0.77%, YTD 0.21%, 1-year 0.63%, 3-year 2.98%, 5-year 2.06%, 10-year 1.80%.

FMULX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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