FMIUX Mutual Fund

FMIUX Mutual Fund

NAV$39.73
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Returns Overview

1 Month
+2.11%
3 Months
+9.91%
6 Months
+11.86%
YTD
+18.53%
1 Year
+17.32%
3 Years (annualized)
+12.87%
5 Years (annualized)
+10.82%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIUX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.53%
Peer Avg (YTD)
+9.54%
vs Peers
+8.99%

FMIUX Mutual Fund Performance

FMIUX performance across multiple time periods: 1-month 2.11%, YTD 18.53%, 1-year 17.32%, 3-year 12.87%, 5-year 10.82%, 10-year 12.06%.

FMIUX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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