FAMEX Mutual Fund

FAMEX Mutual Fund

NAV$56.75
See how much of FAMEX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.34%
3 Months
+1.04%
6 Months
-1.22%
YTD
+1.78%
1 Year
-1.96%
3 Years (annualized)
+6.02%
5 Years (annualized)
+4.78%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+9.54%
vs Peers
-7.76%

FAMEX Mutual Fund Performance

FAMEX performance across multiple time periods: 1-month -0.34%, YTD 1.78%, 1-year -1.96%, 3-year 6.02%, 5-year 4.78%, 10-year 10.42%.

FAMEX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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