FMUFX Mutual Fund

FMUFX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
+1.38%
3 Months
+8.31%
6 Months
+7.06%
YTD
+6.73%
1 Year
+15.38%
3 Years (annualized)
+10.13%
5 Years (annualized)
+5.08%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUFX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+4.14%
vs Peers
+2.58%

FMUFX Mutual Fund Performance

FMUFX performance across multiple time periods: 1-month 1.38%, YTD 6.73%, 1-year 15.38%, 3-year 10.13%, 5-year 5.08%, 10-year 6.03%.

FMUFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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