FMUSX Mutual Fund

FMUSX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+0.33%
3 Months
+0.49%
6 Months
+0.67%
YTD
+0.97%
1 Year
+1.64%
3 Years (annualized)
+2.96%
5 Years (annualized)
+2.04%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUSX 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
Bloomberg 1-Year US Municipal Bond Index
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.15%
vs Peers
+0.82%

FMUSX Mutual Fund Performance

FMUSX performance across multiple time periods: 1-month 0.33%, YTD 0.97%, 1-year 1.64%, 3-year 2.96%, 5-year 2.04%, 10-year 1.57%.

FMUSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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