FMIMX Mutual Fund

FMIMX Mutual Fund

NAV$41.73
See how much of FMIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+9.58%
3 Months
+1.54%
6 Months
+11.59%
YTD
+18.90%
1 Year
+22.29%
3 Years (annualized)
+16.65%
5 Years (annualized)
+10.48%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+8.01%
vs Peers
+10.89%

FMIMX Mutual Fund Performance

FMIMX performance across multiple time periods: 1-month 9.58%, YTD 18.90%, 1-year 22.29%, 3-year 16.65%, 5-year 10.48%, 10-year 12.21%.

FMIMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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