FMUEX Mutual Fund

FMUEX Mutual Fund

NAV$32.22
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Returns Overview

1 Month
+0.19%
3 Months
+6.68%
6 Months
+13.99%
YTD
+19.93%
1 Year
+32.51%
3 Years (annualized)
+16.64%
5 Years (annualized)
+11.37%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.93%
Peer Avg (YTD)
+9.54%
vs Peers
+10.39%

FMUEX Mutual Fund Performance

FMUEX performance across multiple time periods: 1-month 0.19%, YTD 19.93%, 1-year 32.51%, 3-year 16.64%, 5-year 11.37%, 10-year 11.83%.

FMUEX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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