FMURX Mutual Fund

NAV$33.68

Returns Overview

1 Month
-1.61%
3 Months
+2.94%
6 Months
+1.73%
YTD
+0.45%
1 Year
+14.01%
3 Years (annualized)
+15.45%
5 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMURX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+6.25%
vs Peers
-5.80%

FMURX Mutual Fund Performance

FMURX performance across multiple time periods: 1-month -1.61%, YTD 0.45%, 1-year 14.01%, 3-year 15.45%, 5-year 11.56%.

FMURX returns trail the peer average of 6.25% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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