FMIEX Mutual Fund

NAV$13.12
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Returns Overview

1 Month
-1.49%
3 Months
+3.13%
6 Months
+11.48%
YTD
+10.48%
1 Year
+23.68%
3 Years (annualized)
+18.34%
5 Years (annualized)
+13.14%
10 Years (annualized)
+11.86%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC (All Country) World Value Index(MAWV)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+9.49%
vs Peers
+0.99%

FMIEX Mutual Fund Performance

FMIEX performance across multiple time periods: 1-month -1.49%, YTD 10.48%, 1-year 23.68%, 3-year 18.34%, 5-year 13.14%, 10-year 11.86%.

FMIEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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