FRMOX Mutual Fund

NAV$10.33

Returns Overview

1 Month
+0.97%
3 Months
+2.77%
6 Months
+2.89%
YTD
+2.89%
1 Year
+8.46%
3 Years (annualized)
+4.09%
5 Years (annualized)
+0.63%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRMOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+1.79%
vs Peers
+1.11%

FRMOX Mutual Fund Performance

FRMOX performance across multiple time periods: 1-month 0.97%, YTD 2.89%, 1-year 8.46%, 3-year 4.09%, 5-year 0.63%, 10-year 1.66%.

FRMOX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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