FMOTX Mutual Fund

FMOTX Mutual Fund

NAV$10.37
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.67%
3 Months
+1.94%
6 Months
+2.07%
YTD
+2.07%
1 Year
+6.67%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.86%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMOTX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.07%
Peer Avg (YTD)
+1.79%
vs Peers
+0.28%

FMOTX Mutual Fund Performance

FMOTX performance across multiple time periods: 1-month 0.67%, YTD 2.07%, 1-year 6.67%, 3-year 3.66%, 5-year 0.86%, 10-year 2.07%.

FMOTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

FMOTX performance comparison shows side-by-side returns with another fund. FMOTX alternatives are available in the Mutual Fund Screener.