FAMEX Mutual Fund

FAMEX Mutual Fund

NAV$57.76
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Returns Overview

1 Month
+6.06%
3 Months
+1.45%
6 Months
+2.50%
YTD
+3.25%
1 Year
+3.49%
3 Years (annualized)
+8.98%
5 Years (annualized)
+4.33%
10 Years (annualized)
+10.66%

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
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📉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 Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+8.01%
vs Peers
-4.76%

FAMEX Mutual Fund Performance

FAMEX performance across multiple time periods: 1-month 6.06%, YTD 3.25%, 1-year 3.49%, 3-year 8.98%, 5-year 4.33%, 10-year 10.66%.

FAMEX returns trail the peer average of 8.01% 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.