FMNEX Mutual Fund

FMNEX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
-2.80%
3 Months
-0.74%
6 Months
+1.58%
YTD
+10.38%
1 Year
+18.34%
3 Years (annualized)
+23.84%
5 Years (annualized)
+11.68%
10 Years (annualized)
+9.71%

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
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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
MSCI EAFE Small Company Index
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+7.47%
vs Peers
+2.91%

FMNEX Mutual Fund Performance

FMNEX performance across multiple time periods: 1-month -2.80%, YTD 10.38%, 1-year 18.34%, 3-year 23.84%, 5-year 11.68%, 10-year 9.71%.

FMNEX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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