FMPEX Mutual Fund

NAV$35.79

Returns Overview

1 Month
+6.13%
3 Months
+20.58%
6 Months
+28.22%
YTD
+26.18%
1 Year
+47.82%
3 Years (annualized)
+23.85%
5 Years (annualized)
+16.05%
10 Years (annualized)
+12.30%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.18%
Peer Avg (YTD)
+10.82%
vs Peers
+15.36%

FMPEX Mutual Fund Performance

FMPEX performance across multiple time periods: 1-month 6.13%, YTD 26.18%, 1-year 47.82%, 3-year 23.85%, 5-year 16.05%, 10-year 12.30%.

FMPEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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