FRMCX Mutual Fund

NAV$26.51

Returns Overview

1 Month
+2.57%
3 Months
+12.71%
6 Months
+14.39%
YTD
+12.90%
1 Year
+23.56%
3 Years (annualized)
+12.42%
5 Years (annualized)
+7.53%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRMCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.90%
Peer Avg (YTD)
+18.52%
vs Peers
-5.62%

FRMCX Mutual Fund Performance

FRMCX performance across multiple time periods: 1-month 2.57%, YTD 12.90%, 1-year 23.56%, 3-year 12.42%, 5-year 7.53%, 10-year 9.24%.

FRMCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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