FMAMX Mutual Fund

NAV$106.46

Returns Overview

1 Month
+0.86%
3 Months
+19.32%
6 Months
+15.90%
YTD
+15.25%
1 Year
+31.01%
3 Years (annualized)
+20.76%
5 Years (annualized)
+12.00%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+8.97%
vs Peers
+6.28%

FMAMX Mutual Fund Performance

FMAMX performance across multiple time periods: 1-month 0.86%, YTD 15.25%, 1-year 31.01%, 3-year 20.76%, 5-year 12.00%, 10-year 15.02%.

FMAMX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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