FMVIX Mutual Fund

NAV$37.71

Returns Overview

1 Month
-2.59%
3 Months
+5.87%
6 Months
+9.40%
YTD
+8.28%
1 Year
+25.90%
3 Years (annualized)
+20.28%
5 Years (annualized)
+11.08%

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
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 Small Company Index
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+9.16%
vs Peers
-0.88%

FMVIX Mutual Fund Performance

FMVIX performance across multiple time periods: 1-month -2.59%, YTD 8.28%, 1-year 25.90%, 3-year 20.28%, 5-year 11.08%.

FMVIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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