FMVIX Mutual Fund

FMVIX Mutual Fund

NAV$38.59
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Returns Overview

1 Month
+2.47%
3 Months
+2.35%
6 Months
+5.48%
YTD
+12.10%
1 Year
+29.18%
3 Years (annualized)
+19.36%
5 Years (annualized)
+11.69%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMVIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Small Company Index
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+8.67%
vs Peers
+3.43%

FMVIX Mutual Fund Performance

FMVIX performance across multiple time periods: 1-month 2.47%, YTD 12.10%, 1-year 29.18%, 3-year 19.36%, 5-year 11.69%, 10-year 9.75%.

FMVIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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