FIMVX Mutual Fund

FIMVX Mutual Fund

NAV$31.10
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Returns Overview

1 Month
+1.65%
3 Months
+6.23%
6 Months
+1.34%
YTD
+21.23%
1 Year
+24.49%
3 Years (annualized)
+13.88%
5 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.23%
Peer Avg (YTD)
+9.89%
vs Peers
+11.34%

FIMVX Mutual Fund Performance

FIMVX performance across multiple time periods: 1-month 1.65%, YTD 21.23%, 1-year 24.49%, 3-year 13.88%, 5-year 7.53%.

FIMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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