FAMVX Mutual Fund

FAMVX Mutual Fund

NAV$110.87
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Returns Overview

1 Month
+3.74%
3 Months
+0.82%
6 Months
+3.86%
YTD
+9.15%
1 Year
+11.76%
3 Years (annualized)
+15.00%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.72%

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)
+9.15%
Peer Avg (YTD)
+8.01%
vs Peers
+1.14%

FAMVX Mutual Fund Performance

FAMVX performance across multiple time periods: 1-month 3.74%, YTD 9.15%, 1-year 11.76%, 3-year 15.00%, 5-year 6.69%, 10-year 10.72%.

FAMVX returns outperform the peer average of 8.01% 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.