FAMFX Mutual Fund

FAMFX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
+6.18%
3 Months
+9.51%
6 Months
-1.46%
YTD
-1.28%
1 Year
-10.28%
3 Years (annualized)
+3.43%
5 Years (annualized)
+4.38%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMFX 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)
-1.28%
Peer Avg (YTD)
+18.52%
vs Peers
-19.81%

FAMFX Mutual Fund Performance

FAMFX performance across multiple time periods: 1-month 6.18%, YTD -1.28%, 1-year -10.28%, 3-year 3.43%, 5-year 4.38%, 10-year 9.62%.

FAMFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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