FIMPX Mutual Fund

FIMPX Mutual Fund

NAV$36.74
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Returns Overview

1 Month
+0.42%
3 Months
-4.15%
6 Months
-2.54%
YTD
-0.39%
1 Year
+0.80%
3 Years (annualized)
+16.95%
5 Years (annualized)
+1.82%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMPX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+12.21%
vs Peers
-12.60%

FIMPX Mutual Fund Performance

FIMPX performance across multiple time periods: 1-month 0.42%, YTD -0.39%, 1-year 0.80%, 3-year 16.95%, 5-year 1.82%, 10-year 11.43%.

FIMPX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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