FUMIX Mutual Fund

FUMIX Mutual Fund

NAV$19.43
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Returns Overview

1 Month
-15.74%
3 Months
-21.68%
6 Months
+7.41%
YTD
+3.37%
1 Year
+2.11%
3 Years (annualized)
+26.75%
5 Years (annualized)
+13.28%

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
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📉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
Msci Usa Custom Momentum Composite Index(^MSUMC)
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+8.68%
vs Peers
-5.31%

FUMIX Mutual Fund Performance

FUMIX performance across multiple time periods: 1-month -15.74%, YTD 3.37%, 1-year 2.11%, 3-year 26.75%, 5-year 13.28%.

FUMIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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