FMXSX Mutual Fund

FMXSX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
+0.11%
3 Months
+4.19%
6 Months
+8.39%
YTD
+9.72%
1 Year
+19.33%
3 Years (annualized)
+18.75%
5 Years (annualized)
+12.21%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMXSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+9.41%
vs Peers
+0.31%

FMXSX Mutual Fund Performance

FMXSX performance across multiple time periods: 1-month 0.11%, YTD 9.72%, 1-year 19.33%, 3-year 18.75%, 5-year 12.21%, 10-year 14.40%.

FMXSX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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