FMNEX Mutual Fund

NAV$18.02

Returns Overview

1 Month
-2.68%
3 Months
+6.03%
6 Months
+9.78%
YTD
+8.66%
1 Year
+27.11%
3 Years (annualized)
+21.21%
5 Years (annualized)
+11.70%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMNEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Small Company Index
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+9.16%
vs Peers
-0.50%

FMNEX Mutual Fund Performance

FMNEX performance across multiple time periods: 1-month -2.68%, YTD 8.66%, 1-year 27.11%, 3-year 21.21%, 5-year 11.70%, 10-year 10.45%.

FMNEX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

FMNEX performance comparison shows side-by-side returns with another fund. FMNEX alternatives are available in the Mutual Fund Screener.