FUMIX Mutual Fund

NAV$23.68

Returns Overview

1 Month
+7.31%
3 Months
+37.15%
6 Months
+32.69%
YTD
+31.99%
1 Year
+37.08%
3 Years (annualized)
+31.09%
5 Years (annualized)
+16.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FUMIX 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
Msci Usa Custom Momentum Composite Index(^MSUMC)
This Mutual Fund (YTD)
+31.99%
Peer Avg (YTD)
+8.97%
vs Peers
+23.02%

FUMIX Mutual Fund Performance

FUMIX performance across multiple time periods: 1-month 7.31%, YTD 31.99%, 1-year 37.08%, 3-year 31.09%, 5-year 16.06%.

FUMIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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