FMPOX Mutual Fund

FMPOX Mutual Fund

NAV$38.75
See how much of FMPOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.74%
3 Months
+9.04%
6 Months
+22.54%
YTD
+26.06%
1 Year
+39.10%
3 Years (annualized)
+20.08%
5 Years (annualized)
+13.98%
10 Years (annualized)
+12.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMPOX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.06%
Peer Avg (YTD)
+9.54%
vs Peers
+16.52%

FMPOX Mutual Fund Performance

FMPOX performance across multiple time periods: 1-month 0.74%, YTD 26.06%, 1-year 39.10%, 3-year 20.08%, 5-year 13.98%, 10-year 12.64%.

FMPOX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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