FYMRX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+0.54%
3 Months
+12.35%
6 Months
+9.97%
YTD
+9.42%
1 Year
+20.01%
3 Years (annualized)
+15.25%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+6.73%
vs Peers
+2.69%

FYMRX Mutual Fund Performance

FYMRX performance across multiple time periods: 1-month 0.54%, YTD 9.42%, 1-year 20.01%, 3-year 15.25%.

FYMRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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