FMIEX Mutual Fund

FMIEX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
+6.22%
3 Months
+3.81%
6 Months
+12.25%
YTD
+18.42%
1 Year
+32.52%
3 Years (annualized)
+19.62%
5 Years (annualized)
+13.43%
10 Years (annualized)
+12.26%

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)
+18.42%
Peer Avg (YTD)
+11.41%
vs Peers
+7.01%

FMIEX Mutual Fund Performance

FMIEX performance across multiple time periods: 1-month 6.22%, YTD 18.42%, 1-year 32.52%, 3-year 19.62%, 5-year 13.43%, 10-year 12.26%.

FMIEX returns outperform the peer average of 11.41% 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.