FAMDX Mutual Fund

FAMDX Mutual Fund

NAV$22.89
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Returns Overview

1 Month
+1.18%
3 Months
+12.24%
6 Months
+6.49%
YTD
+4.36%
1 Year
-5.84%
3 Years (annualized)
+4.80%
5 Years (annualized)
+4.89%
10 Years (annualized)
+8.64%

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
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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
Russell 2000 Total Return(^RTR)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+15.20%
vs Peers
-10.84%

FAMDX Mutual Fund Performance

FAMDX performance across multiple time periods: 1-month 1.18%, YTD 4.36%, 1-year -5.84%, 3-year 4.80%, 5-year 4.89%, 10-year 8.64%.

FAMDX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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