FRMPX Mutual Fund

NAV$30.37

Returns Overview

1 Month
+4.85%
3 Months
+24.02%
6 Months
+13.73%
YTD
+12.65%
1 Year
+25.56%
3 Years (annualized)
+16.91%
5 Years (annualized)
+8.71%
10 Years (annualized)
+18.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRMPX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+18.52%
vs Peers
-5.88%

FRMPX Mutual Fund Performance

FRMPX performance across multiple time periods: 1-month 4.85%, YTD 12.65%, 1-year 25.56%, 3-year 16.91%, 5-year 8.71%, 10-year 18.28%.

FRMPX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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