FMNZX Mutual Fund

FMNZX Mutual Fund

NAV$10.47
See how much of FMNZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.27%
3 Months
-1.91%
6 Months
-2.54%
YTD
-0.64%
1 Year
+4.11%
3 Years (annualized)
+3.53%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMNZX 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)
-0.64%
Peer Avg (YTD)
+0.15%
vs Peers
-0.79%

FMNZX Mutual Fund Performance

FMNZX performance across multiple time periods: 1-month -0.27%, YTD -0.64%, 1-year 4.11%, 3-year 3.53%, 5-year -0.06%, 10-year 1.36%.

FMNZX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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