FMCWX Mutual Fund

FMCWX Mutual Fund

NAV$50.80
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Returns Overview

1 Month
+0.61%
3 Months
-2.03%
6 Months
-0.59%
YTD
+10.96%
1 Year
+16.22%
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
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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)
+10.96%
Peer Avg (YTD)
+8.01%
vs Peers
+2.95%

FMCWX Mutual Fund Performance

FMCWX performance across multiple time periods: 1-month 0.61%, YTD 10.96%, 1-year 16.22%, 3-year 14.76%, 5-year 10.48%, 10-year 12.37%.

FMCWX returns outperform the peer average of 8.01% 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.