FMURX Mutual Fund

FMURX Mutual Fund

NAV$30.54
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Returns Overview

1 Month
-4.86%
3 Months
+2.98%
6 Months
+6.01%
YTD
+3.45%
1 Year
+10.14%
3 Years (annualized)
+18.72%
5 Years (annualized)
+12.67%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMURX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+6.07%
vs Peers
-2.62%

FMURX Mutual Fund Performance

FMURX performance across multiple time periods: 1-month -4.86%, YTD 3.45%, 1-year 10.14%, 3-year 18.72%, 5-year 12.67%, 10-year 9.54%.

FMURX returns trail the peer average of 6.07% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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