FMNIX Mutual Fund

FMNIX Mutual Fund

NAV$10.57
See how much of FMNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
-2.14%
6 Months
-2.84%
YTD
-1.15%
1 Year
+3.31%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.74%
10 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMNIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.15%
Peer Avg (YTD)
+0.15%
vs Peers
-1.30%

FMNIX Mutual Fund Performance

FMNIX performance across multiple time periods: 1-month -0.41%, YTD -1.15%, 1-year 3.31%, 3-year 2.80%, 5-year -0.74%, 10-year 0.70%.

FMNIX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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