FAMVX Mutual Fund

FAMVX Mutual Fund

NAV$111.85
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Returns Overview

1 Month
+0.71%
3 Months
+3.02%
6 Months
+6.39%
YTD
+8.27%
1 Year
+10.23%
3 Years (annualized)
+11.52%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMVX 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 Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+9.54%
vs Peers
-1.27%

FAMVX Mutual Fund Performance

FAMVX performance across multiple time periods: 1-month 0.71%, YTD 8.27%, 1-year 10.23%, 3-year 11.52%, 5-year 7.07%, 10-year 9.84%.

FAMVX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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