FMYIX Mutual Fund

NAV$8.01

Returns Overview

1 Month
+1.24%
3 Months
+3.40%
6 Months
+3.90%
YTD
+3.90%
1 Year
+8.92%
3 Years (annualized)
+5.36%
5 Years (annualized)
+1.23%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMYIX 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
S&P Municipal Bond 3-Year Plus Index
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+1.79%
vs Peers
+2.11%

FMYIX Mutual Fund Performance

FMYIX performance across multiple time periods: 1-month 1.24%, YTD 3.90%, 1-year 8.92%, 3-year 5.36%, 5-year 1.23%, 10-year 2.73%.

FMYIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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