FIMUX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+0.04%
3 Months
+0.61%
6 Months
-0.30%
YTD
-0.71%
1 Year
+1.74%
3 Years (annualized)
-0.23%
5 Years (annualized)
+1.11%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMUX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+1.18%
vs Peers
-1.89%

FIMUX Mutual Fund Performance

FIMUX performance across multiple time periods: 1-month 0.04%, YTD -0.71%, 1-year 1.74%, 3-year -0.23%, 5-year 1.11%, 10-year 1.79%.

FIMUX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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