FMCWX Mutual Fund

FMCWX Mutual Fund

NAV$50.59
See how much of FMCWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
-0.76%
6 Months
+4.69%
YTD
+15.04%
1 Year
+20.06%
3 Years (annualized)
+14.76%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.04%
Peer Avg (YTD)
+9.89%
vs Peers
+5.15%

FMCWX Mutual Fund Performance

FMCWX performance across multiple time periods: 1-month 0.08%, YTD 15.04%, 1-year 20.06%, 3-year 14.76%, 5-year 10.48%, 10-year 12.37%.

FMCWX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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