FAMRX Mutual Fund

FAMRX Mutual Fund

NAV$34.96
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Returns Overview

1 Month
-1.27%
3 Months
+3.58%
6 Months
+8.77%
YTD
+11.77%
1 Year
+23.37%
3 Years (annualized)
+16.55%
5 Years (annualized)
+9.07%
10 Years (annualized)
+11.49%

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)
+11.77%
Peer Avg (YTD)
+6.57%
vs Peers
+5.20%

FAMRX Mutual Fund Performance

FAMRX performance across multiple time periods: 1-month -1.27%, YTD 11.77%, 1-year 23.37%, 3-year 16.55%, 5-year 9.07%, 10-year 11.49%.

FAMRX returns outperform the peer average of 6.57% 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.