FAMDX Mutual Fund

NAV$24.28

Returns Overview

1 Month
+6.19%
3 Months
+9.53%
6 Months
-1.44%
YTD
-1.26%
1 Year
-10.23%
3 Years (annualized)
+3.49%
5 Years (annualized)
+4.46%
10 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
-1.26%
Peer Avg (YTD)
+18.52%
vs Peers
-19.79%

FAMDX Mutual Fund Performance

FAMDX performance across multiple time periods: 1-month 6.19%, YTD -1.26%, 1-year -10.23%, 3-year 3.49%, 5-year 4.46%, 10-year 8.48%.

FAMDX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

FAMDX performance comparison shows side-by-side returns with another fund. FAMDX alternatives are available in the Mutual Fund Screener.