FYMIX Mutual Fund

FYMIX Mutual Fund

NAV$12.96
See how much of FYMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+1.78%
6 Months
+6.90%
YTD
+10.67%
1 Year
+18.72%
3 Years (annualized)
+15.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FYMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.67%
Peer Avg (YTD)
+7.17%
vs Peers
+3.50%

FYMIX Mutual Fund Performance

FYMIX performance across multiple time periods: 1-month 2.41%, YTD 10.67%, 1-year 18.72%, 3-year 15.81%.

FYMIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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