FOMCX Mutual Fund

FOMCX Mutual Fund

NAV$9.35
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Returns Overview

1 Month
+0.27%
3 Months
-0.97%
6 Months
-2.50%
YTD
-0.92%
1 Year
+1.32%
3 Years (annualized)
+2.97%
5 Years (annualized)
-1.42%
10 Years (annualized)
-0.08%

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
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🏦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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+2.15%
vs Peers
-3.08%

FOMCX Mutual Fund Performance

FOMCX performance across multiple time periods: 1-month 0.27%, YTD -0.92%, 1-year 1.32%, 3-year 2.97%, 5-year -1.42%, 10-year -0.08%.

FOMCX returns trail the peer average of 2.15% 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.