FMXKX Mutual Fund

FMXKX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.11%
3 Months
+4.11%
6 Months
+8.21%
YTD
+9.55%
1 Year
+18.87%
3 Years (annualized)
+18.28%
5 Years (annualized)
+11.75%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMXKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+9.41%
vs Peers
+0.14%

FMXKX Mutual Fund Performance

FMXKX performance across multiple time periods: 1-month 0.11%, YTD 9.55%, 1-year 18.87%, 3-year 18.28%, 5-year 11.75%, 10-year 13.90%.

FMXKX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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