FMUFX Mutual Fund

FMUFX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
-0.57%
3 Months
+2.61%
6 Months
+5.03%
YTD
+6.12%
1 Year
+13.75%
3 Years (annualized)
+9.49%
5 Years (annualized)
+4.87%
10 Years (annualized)
+5.87%

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)
+6.12%
Peer Avg (YTD)
+3.39%
vs Peers
+2.73%

FMUFX Mutual Fund Performance

FMUFX performance across multiple time periods: 1-month -0.57%, YTD 6.12%, 1-year 13.75%, 3-year 9.49%, 5-year 4.87%, 10-year 5.87%.

FMUFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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