FMIEX Mutual Fund

FMIEX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+0.62%
3 Months
+5.29%
6 Months
+5.80%
YTD
+19.15%
1 Year
+28.13%
3 Years (annualized)
+20.65%
5 Years (annualized)
+14.59%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIEX 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 AC (All Country) World Value Index(MAWV)
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+12.44%
vs Peers
+6.71%

FMIEX Mutual Fund Performance

FMIEX performance across multiple time periods: 1-month 0.62%, YTD 19.15%, 1-year 28.13%, 3-year 20.65%, 5-year 14.59%, 10-year 12.27%.

FMIEX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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