FAMEX Mutual Fund

NAV$56.07

Returns Overview

1 Month
+3.20%
3 Months
+6.89%
6 Months
+2.57%
YTD
+2.12%
1 Year
-2.61%
3 Years (annualized)
+6.55%
5 Years (annualized)
+5.43%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+10.82%
vs Peers
-8.69%

FAMEX Mutual Fund Performance

FAMEX performance across multiple time periods: 1-month 3.20%, YTD 2.12%, 1-year -2.61%, 3-year 6.55%, 5-year 5.43%, 10-year 10.82%.

FAMEX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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