FIMIX Mutual Fund

NAV$11.05

Returns Overview

1 Month
+0.58%
3 Months
+1.90%
6 Months
+0.77%
YTD
+0.77%
1 Year
+5.55%
3 Years (annualized)
+3.39%
5 Years (annualized)
+0.81%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Minnesota Enhanced Modified 2% Tobacco Municipal Bond Index
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+1.79%
vs Peers
-1.02%

FIMIX Mutual Fund Performance

FIMIX performance across multiple time periods: 1-month 0.58%, YTD 0.77%, 1-year 5.55%, 3-year 3.39%, 5-year 0.81%, 10-year 1.76%.

FIMIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

FIMIX performance comparison shows side-by-side returns with another fund. FIMIX alternatives are available in the Mutual Fund Screener.