FMFEX Mutual Fund

FMFEX Mutual Fund

NAV$99.59
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Returns Overview

1 Month
+2.60%
3 Months
+1.56%
6 Months
-4.43%
YTD
+8.32%
1 Year
+16.67%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.19%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFEX 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
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🏦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
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
-1.80%
vs Peers
+10.11%

FMFEX Mutual Fund Performance

FMFEX performance across multiple time periods: 1-month 2.60%, YTD 8.32%, 1-year 16.67%, 3-year 10.09%, 5-year 4.19%, 10-year 7.88%.

FMFEX returns outperform the peer average of -1.80% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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