FMOAX Mutual Fund

FMOAX Mutual Fund

NAV$7.92
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Returns Overview

1 Month
-1.64%
3 Months
+0.28%
6 Months
+1.20%
YTD
+1.92%
1 Year
+7.98%
3 Years (annualized)
+4.42%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMOAX 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
S&P Municipal Bond 3-Year Plus Index
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+0.23%
vs Peers
+1.69%

FMOAX Mutual Fund Performance

FMOAX performance across multiple time periods: 1-month -1.64%, YTD 1.92%, 1-year 7.98%, 3-year 4.42%, 5-year 0.45%, 10-year 2.30%.

FMOAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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