FYMAX Mutual Fund

FYMAX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-1.52%
3 Months
-0.39%
6 Months
+11.85%
YTD
+8.75%
1 Year
+12.77%
3 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FYMAX 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)
+8.75%
Peer Avg (YTD)
+6.10%
vs Peers
+2.65%

FYMAX Mutual Fund Performance

FYMAX performance across multiple time periods: 1-month -1.52%, YTD 8.75%, 1-year 12.77%, 3-year 15.52%.

FYMAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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