FMXKX Mutual Fund

FMXKX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
-0.33%
3 Months
+2.26%
6 Months
+17.38%
YTD
+11.90%
1 Year
+14.93%
3 Years (annualized)
+19.90%
5 Years (annualized)
+11.66%
10 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMXKX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+9.98%
vs Peers
+1.92%

FMXKX Mutual Fund Performance

FMXKX performance across multiple time periods: 1-month -0.33%, YTD 11.90%, 1-year 14.93%, 3-year 19.90%, 5-year 11.66%, 10-year 14.18%.

FMXKX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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