FMPEX Mutual Fund

FMPEX Mutual Fund

NAV$36.16
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Returns Overview

1 Month
+5.49%
3 Months
-0.62%
6 Months
+8.09%
YTD
+22.53%
1 Year
+31.57%
3 Years (annualized)
+23.87%
5 Years (annualized)
+11.89%
10 Years (annualized)
+10.66%

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
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🏦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)
+22.53%
Peer Avg (YTD)
+8.01%
vs Peers
+14.53%

FMPEX Mutual Fund Performance

FMPEX performance across multiple time periods: 1-month 5.49%, YTD 22.53%, 1-year 31.57%, 3-year 23.87%, 5-year 11.89%, 10-year 10.66%.

FMPEX returns outperform the peer average of 8.01% 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.