FMFIX Mutual Fund

FMFIX Mutual Fund

NAV$9.85
See how much of FMFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.10%
3 Months
-0.60%
6 Months
-0.99%
YTD
+1.05%
1 Year
+2.20%
3 Years (annualized)
+0.64%
5 Years (annualized)
-1.06%
10 Years (annualized)
-0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFIX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate & Government Index(^IBML3YUCG)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+2.15%
vs Peers
-1.10%

FMFIX Mutual Fund Performance

FMFIX performance across multiple time periods: 1-month 0.10%, YTD 1.05%, 1-year 2.20%, 3-year 0.64%, 5-year -1.06%, 10-year -0.41%.

FMFIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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