FAMWX Mutual Fund

FAMWX Mutual Fund

NAV$113.68
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Returns Overview

1 Month
+4.23%
3 Months
+9.40%
6 Months
+7.99%
YTD
+7.57%
1 Year
+8.36%
3 Years (annualized)
+10.75%
5 Years (annualized)
+6.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMWX 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)
+7.57%
Peer Avg (YTD)
+10.82%
vs Peers
-3.24%

FAMWX Mutual Fund Performance

FAMWX performance across multiple time periods: 1-month 4.23%, YTD 7.57%, 1-year 8.36%, 3-year 10.75%, 5-year 6.50%.

FAMWX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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