FMEFX Mutual Fund

FMEFX Mutual Fund

NAV$43.43
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Returns Overview

1 Month
-9.97%
3 Months
-1.91%
6 Months
+4.00%
YTD
+7.45%
1 Year
+13.81%
3 Years (annualized)
+10.70%
5 Years (annualized)
+1.31%
10 Years (annualized)
+9.88%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+9.54%
vs Peers
-2.09%

FMEFX Mutual Fund Performance

FMEFX performance across multiple time periods: 1-month -9.97%, YTD 7.45%, 1-year 13.81%, 3-year 10.70%, 5-year 1.31%, 10-year 9.88%.

FMEFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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