FMFTX Mutual Fund

NAV$98.13

Returns Overview

1 Month
-2.81%
3 Months
-0.10%
6 Months
+11.80%
YTD
+10.03%
1 Year
+16.07%
3 Years (annualized)
+6.51%
5 Years (annualized)
+5.97%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMFTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US IMI/Materials 25/50
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
-2.18%
vs Peers
+12.22%

FMFTX Mutual Fund Performance

FMFTX performance across multiple time periods: 1-month -2.81%, YTD 10.03%, 1-year 16.07%, 3-year 6.51%, 5-year 5.97%, 10-year 8.23%.

FMFTX returns outperform the peer average of -2.18% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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