FMILX Mutual Fund

FMILX Mutual Fund

NAV$79.60
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Returns Overview

1 Month
+3.34%
3 Months
+1.47%
6 Months
+12.56%
YTD
+14.11%
1 Year
+22.20%
3 Years (annualized)
+23.21%
5 Years (annualized)
+17.07%
10 Years (annualized)
+15.40%

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)
+14.11%
Peer Avg (YTD)
+12.44%
vs Peers
+1.67%

FMILX Mutual Fund Performance

FMILX performance across multiple time periods: 1-month 3.34%, YTD 14.11%, 1-year 22.20%, 3-year 23.21%, 5-year 17.07%, 10-year 15.40%.

FMILX returns outperform the peer average of 12.44% 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.