FAMRX Mutual Fund

FAMRX Mutual Fund

NAV$34.45
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Returns Overview

1 Month
+2.26%
3 Months
+1.87%
6 Months
+9.31%
YTD
+14.29%
1 Year
+23.16%
3 Years (annualized)
+18.53%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMRX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+7.17%
vs Peers
+7.12%

FAMRX Mutual Fund Performance

FAMRX performance across multiple time periods: 1-month 2.26%, YTD 14.29%, 1-year 23.16%, 3-year 18.53%, 5-year 9.06%, 10-year 11.67%.

FAMRX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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