FAMVX Mutual Fund

NAV$105.32

Returns Overview

1 Month
+4.21%
3 Months
+9.35%
6 Months
+7.91%
YTD
+7.50%
1 Year
+8.18%
3 Years (annualized)
+10.54%
5 Years (annualized)
+6.29%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAMVX 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

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)
+7.50%
Peer Avg (YTD)
+10.82%
vs Peers
-3.31%

FAMVX Mutual Fund Performance

FAMVX performance across multiple time periods: 1-month 4.21%, YTD 7.50%, 1-year 8.18%, 3-year 10.54%, 5-year 6.29%, 10-year 10.12%.

FAMVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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