FMIFX Mutual Fund

FMIFX Mutual Fund

NAV$25.29
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Returns Overview

1 Month
+2.96%
3 Months
+9.49%
6 Months
+3.28%
YTD
+2.69%
1 Year
+5.32%
3 Years (annualized)
+8.07%
5 Years (annualized)
+3.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIFX 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
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📉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 EAFE (USD) Value
This Mutual Fund (YTD)
+2.69%
Peer Avg (YTD)
+9.13%
vs Peers
-6.44%

FMIFX Mutual Fund Performance

FMIFX performance across multiple time periods: 1-month 2.96%, YTD 2.69%, 1-year 5.32%, 3-year 8.07%, 5-year 3.86%.

FMIFX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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