FMBIX Mutual Fund

NAV$18.08

Returns Overview

1 Month
+1.08%
3 Months
+0.04%
6 Months
+1.30%
YTD
+1.26%
1 Year
+2.89%
3 Years (annualized)
+0.29%
5 Years (annualized)
-0.17%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+1.12%
vs Peers
+0.14%

FMBIX Mutual Fund Performance

FMBIX performance across multiple time periods: 1-month 1.08%, YTD 1.26%, 1-year 2.89%, 3-year 0.29%, 5-year -0.17%, 10-year 6.21%.

FMBIX returns outperform the peer average of 1.12% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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