FMBHX Mutual Fund

FMBHX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+1.05%
3 Months
+0.45%
6 Months
+1.52%
YTD
+1.55%
1 Year
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBHX 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)
+1.55%
Peer Avg (YTD)
+1.12%
vs Peers
+0.42%

FMBHX Mutual Fund Performance

FMBHX performance across multiple time periods: 1-month 1.05%, YTD 1.55%, 1-year 3.60%.

FMBHX returns outperform the peer average of 1.12% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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