FITMX Mutual Fund

FITMX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-5.66%
3 Months
-5.38%
6 Months
-3.33%
YTD
+4.52%
1 Year
+7.82%
3 Years (annualized)
+21.71%
5 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITMX 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
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📉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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+7.47%
vs Peers
-2.95%

FITMX Mutual Fund Performance

FITMX performance across multiple time periods: 1-month -5.66%, YTD 4.52%, 1-year 7.82%, 3-year 21.71%, 5-year 8.80%.

FITMX returns trail the peer average of 7.47% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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