FMOAX Mutual Fund

FMOAX Mutual Fund

NAV$7.62
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Returns Overview

1 Month
-0.40%
3 Months
-0.84%
6 Months
-0.42%
YTD
+1.51%
1 Year
+6.62%
3 Years (annualized)
+4.75%
5 Years (annualized)
+0.44%
10 Years (annualized)
+2.22%

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
PROUpgrade to run
🏦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)
+1.51%
Peer Avg (YTD)
+0.15%
vs Peers
+1.36%

FMOAX Mutual Fund Performance

FMOAX performance across multiple time periods: 1-month -0.40%, YTD 1.51%, 1-year 6.62%, 3-year 4.75%, 5-year 0.44%, 10-year 2.22%.

FMOAX returns outperform the peer average of 0.15% 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.