FMBEX Mutual Fund

FMBEX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
+0.94%
3 Months
+0.17%
6 Months
+0.96%
YTD
+1.31%
1 Year
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBEX 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

This Mutual Fund (YTD)
+1.31%
Peer Avg (YTD)
+1.12%
vs Peers
+0.19%

FMBEX Mutual Fund Performance

FMBEX performance across multiple time periods: 1-month 0.94%, YTD 1.31%, 1-year 2.47%.

FMBEX returns outperform the peer average of 1.12% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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