FMDIX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+0.94%
3 Months
+2.75%
6 Months
+2.46%
YTD
+2.46%
1 Year
+6.69%
3 Years (annualized)
+2.83%
5 Years (annualized)
+0.05%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMDIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+1.79%
vs Peers
+0.67%

FMDIX Mutual Fund Performance

FMDIX performance across multiple time periods: 1-month 0.94%, YTD 2.46%, 1-year 6.69%, 3-year 2.83%, 5-year 0.05%, 10-year 0.93%.

FMDIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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