FOMCX Mutual Fund

FOMCX Mutual Fund

NAV$9.74
See how much of FOMCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.28%
3 Months
-1.24%
6 Months
-1.49%
YTD
-1.19%
1 Year
+2.54%
3 Years (annualized)
+2.55%
5 Years (annualized)
-1.50%
10 Years (annualized)
+0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOMCX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.19%
Peer Avg (YTD)
+0.12%
vs Peers
-1.31%

FOMCX Mutual Fund Performance

FOMCX performance across multiple time periods: 1-month -1.28%, YTD -1.19%, 1-year 2.54%, 3-year 2.55%, 5-year -1.50%, 10-year 0.04%.

FOMCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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