FMCHX Mutual Fund

FMCHX Mutual Fund

NAV$50.03
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Returns Overview

1 Month
-5.21%
3 Months
+1.37%
6 Months
+10.93%
YTD
+14.68%
1 Year
+22.13%
3 Years (annualized)
+14.36%
5 Years (annualized)
+10.11%
10 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCHX 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

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+9.54%
vs Peers
+5.14%

FMCHX Mutual Fund Performance

FMCHX performance across multiple time periods: 1-month -5.21%, YTD 14.68%, 1-year 22.13%, 3-year 14.36%, 5-year 10.11%, 10-year 12.00%.

FMCHX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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