FRMZX Mutual Fund

FRMZX Mutual Fund

NAV$10.34
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Returns Overview

1 Month
+1.08%
3 Months
+2.79%
6 Months
+2.94%
YTD
+2.94%
1 Year
+8.52%
3 Years (annualized)
+4.18%
5 Years (annualized)
+0.72%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRMZX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+1.79%
vs Peers
+1.16%

FRMZX Mutual Fund Performance

FRMZX performance across multiple time periods: 1-month 1.08%, YTD 2.94%, 1-year 8.52%, 3-year 4.18%, 5-year 0.72%, 10-year 1.76%.

FRMZX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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