FMEXX Mutual Fund

FMEXX Mutual Fund

NAV$1.00
See how much of FMEXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
+0.87%
6 Months
+1.45%
YTD
+2.02%
1 Year
+3.32%
3 Years (annualized)
+4.13%
5 Years (annualized)
+3.33%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMEXX 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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+2.25%
vs Peers
-0.23%

FMEXX Mutual Fund Performance

FMEXX performance across multiple time periods: 1-month 0.29%, YTD 2.02%, 1-year 3.32%, 3-year 4.13%, 5-year 3.33%, 10-year 2.06%.

FMEXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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