FMILX Mutual Fund

FMILX Mutual Fund

NAV$77.14
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Returns Overview

1 Month
-3.36%
3 Months
+4.03%
6 Months
+9.22%
YTD
+10.42%
1 Year
+19.79%
3 Years (annualized)
+21.36%
5 Years (annualized)
+15.82%
10 Years (annualized)
+14.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMILX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+11.41%
vs Peers
-0.99%

FMILX Mutual Fund Performance

FMILX performance across multiple time periods: 1-month -3.36%, YTD 10.42%, 1-year 19.79%, 3-year 21.36%, 5-year 15.82%, 10-year 14.89%.

FMILX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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