FMOTX Mutual Fund

FMOTX Mutual Fund

NAV$10.26
See how much of FMOTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.90%
3 Months
-1.15%
6 Months
-0.27%
YTD
+0.13%
1 Year
+5.27%
3 Years (annualized)
+3.13%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.85%

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)
+0.13%
Peer Avg (YTD)
+0.23%
vs Peers
-0.11%

FMOTX Mutual Fund Performance

FMOTX performance across multiple time periods: 1-month -1.90%, YTD 0.13%, 1-year 5.27%, 3-year 3.13%, 5-year 0.46%, 10-year 1.85%.

FMOTX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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