FIMIX Mutual Fund

FIMIX Mutual Fund

NAV$11.01
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Returns Overview

1 Month
-1.90%
3 Months
-1.16%
6 Months
-1.68%
YTD
-1.15%
1 Year
+3.58%
3 Years (annualized)
+2.63%
5 Years (annualized)
+0.28%
10 Years (annualized)
+1.57%

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
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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
Bloomberg Minnesota Enhanced Modified 2% Tobacco Municipal Bond Index
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+0.23%
vs Peers
-1.38%

FIMIX Mutual Fund Performance

FIMIX performance across multiple time periods: 1-month -1.90%, YTD -1.15%, 1-year 3.58%, 3-year 2.63%, 5-year 0.28%, 10-year 1.57%.

FIMIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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