FMUIX Mutual Fund

NAV$16.96

Returns Overview

1 Month
+1.47%
3 Months
+8.37%
6 Months
+7.19%
YTD
+7.19%
1 Year
+15.74%
3 Years (annualized)
+10.43%
5 Years (annualized)
+5.35%
10 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+4.14%
vs Peers
+3.05%

FMUIX Mutual Fund Performance

FMUIX performance across multiple time periods: 1-month 1.47%, YTD 7.19%, 1-year 15.74%, 3-year 10.43%, 5-year 5.35%, 10-year 6.30%.

FMUIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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