FMVIX Mutual Fund

FMVIX Mutual Fund

NAV$37.11
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Returns Overview

1 Month
+4.17%
3 Months
+3.97%
6 Months
+3.72%
YTD
+16.77%
1 Year
+27.64%
3 Years (annualized)
+22.40%
5 Years (annualized)
+12.28%
10 Years (annualized)
+10.06%

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)
+16.77%
Peer Avg (YTD)
+9.98%
vs Peers
+6.79%

FMVIX Mutual Fund Performance

FMVIX performance across multiple time periods: 1-month 4.17%, YTD 16.77%, 1-year 27.64%, 3-year 22.40%, 5-year 12.28%, 10-year 10.06%.

FMVIX returns outperform the peer average of 9.98% 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.