FMFAX Mutual Fund

FMFAX Mutual Fund

NAV$101.23
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.78%
3 Months
-0.04%
6 Months
+11.94%
YTD
+10.17%
1 Year
+16.37%
3 Years (annualized)
+6.78%
5 Years (annualized)
+6.23%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFAX 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
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
-2.18%
vs Peers
+12.35%

FMFAX Mutual Fund Performance

FMFAX performance across multiple time periods: 1-month -2.78%, YTD 10.17%, 1-year 16.37%, 3-year 6.78%, 5-year 6.23%, 10-year 8.52%.

FMFAX returns outperform the peer average of -2.18% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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