FIMYX Mutual Fund

FIMYX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
-0.02%
3 Months
-0.90%
6 Months
-2.05%
YTD
-0.56%
1 Year
+3.77%
3 Years (annualized)
+3.11%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMYX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
+0.15%
vs Peers
-0.71%

FIMYX Mutual Fund Performance

FIMYX performance across multiple time periods: 1-month -0.02%, YTD -0.56%, 1-year 3.77%, 3-year 3.11%, 5-year 0.57%, 10-year 1.55%.

FIMYX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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