FYMRX Mutual Fund

FYMRX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-1.15%
3 Months
+2.72%
6 Months
+5.67%
YTD
+8.16%
1 Year
+18.11%
3 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FYMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+6.57%
vs Peers
+1.59%

FYMRX Mutual Fund Performance

FYMRX performance across multiple time periods: 1-month -1.15%, YTD 8.16%, 1-year 18.11%, 3-year 14.06%.

FYMRX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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