FMEFX Mutual Fund

NAV$47.21

Returns Overview

1 Month
+3.46%
3 Months
+20.62%
6 Months
+19.34%
YTD
+17.70%
1 Year
+27.70%
3 Years (annualized)
+15.45%
5 Years (annualized)
+7.65%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMEFX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+17.70%
Peer Avg (YTD)
+10.82%
vs Peers
+6.89%

FMEFX Mutual Fund Performance

FMEFX performance across multiple time periods: 1-month 3.46%, YTD 17.70%, 1-year 27.70%, 3-year 15.45%, 5-year 7.65%, 10-year 14.64%.

FMEFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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