FMIMX Mutual Fund

FMIMX Mutual Fund

NAV$36.63
See how much of FMIMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
+7.94%
6 Months
+5.75%
YTD
+16.84%
1 Year
+10.61%
3 Years (annualized)
+12.49%
5 Years (annualized)
+10.03%
10 Years (annualized)
+11.58%

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)
+16.84%
Peer Avg (YTD)
+9.89%
vs Peers
+6.95%

FMIMX Mutual Fund Performance

FMIMX performance across multiple time periods: 1-month -1.34%, YTD 16.84%, 1-year 10.61%, 3-year 12.49%, 5-year 10.03%, 10-year 11.58%.

FMIMX returns outperform the peer average of 9.89% 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.