FIMVX Mutual Fund

FIMVX Mutual Fund

NAV$31.99
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Returns Overview

1 Month
+1.45%
3 Months
+6.93%
6 Months
+14.36%
YTD
+19.26%
1 Year
+26.16%
3 Years (annualized)
+15.37%
5 Years (annualized)
+9.62%

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
PROUpgrade to run
🏦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)
+19.26%
Peer Avg (YTD)
+9.54%
vs Peers
+9.72%

FIMVX Mutual Fund Performance

FIMVX performance across multiple time periods: 1-month 1.45%, YTD 19.26%, 1-year 26.16%, 3-year 15.37%, 5-year 9.62%.

FIMVX returns outperform the peer average of 9.54% 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.