FIMPX Mutual Fund

FIMPX Mutual Fund

NAV$40.26
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Returns Overview

1 Month
-7.87%
3 Months
+1.67%
6 Months
+3.83%
YTD
+3.91%
1 Year
+12.91%
3 Years (annualized)
+12.18%
5 Years (annualized)
+3.57%
10 Years (annualized)
+11.54%

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)
+3.91%
Peer Avg (YTD)
+15.31%
vs Peers
-11.40%

FIMPX Mutual Fund Performance

FIMPX performance across multiple time periods: 1-month -7.87%, YTD 3.91%, 1-year 12.91%, 3-year 12.18%, 5-year 3.57%, 10-year 11.54%.

FIMPX returns trail the peer average of 15.31% 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.