FMPEX Mutual Fund

FMPEX Mutual Fund

NAV$36.00
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Returns Overview

1 Month
+0.66%
3 Months
+8.77%
6 Months
+22.15%
YTD
+25.30%
1 Year
+37.70%
3 Years (annualized)
+18.87%
5 Years (annualized)
+12.83%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPEX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+25.30%
Peer Avg (YTD)
+9.54%
vs Peers
+15.76%

FMPEX Mutual Fund Performance

FMPEX performance across multiple time periods: 1-month 0.66%, YTD 25.30%, 1-year 37.70%, 3-year 18.87%, 5-year 12.83%, 10-year 10.53%.

FMPEX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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