FMUEX Mutual Fund

FMUEX Mutual Fund

NAV$31.64
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Returns Overview

1 Month
+1.42%
3 Months
+4.61%
6 Months
+12.97%
YTD
+21.63%
1 Year
+27.10%
3 Years (annualized)
+18.39%
5 Years (annualized)
+11.20%
10 Years (annualized)
+11.85%

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)
+21.63%
Peer Avg (YTD)
+9.89%
vs Peers
+11.74%

FMUEX Mutual Fund Performance

FMUEX performance across multiple time periods: 1-month 1.42%, YTD 21.63%, 1-year 27.10%, 3-year 18.39%, 5-year 11.20%, 10-year 11.85%.

FMUEX returns outperform the peer average of 9.89% 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.