FIMPX Mutual Fund

NAV$40.87

Returns Overview

1 Month
+4.86%
3 Months
+24.11%
6 Months
+13.84%
YTD
+12.80%
1 Year
+25.87%
3 Years (annualized)
+17.20%
5 Years (annualized)
+8.25%
10 Years (annualized)
+17.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMPX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+18.52%
vs Peers
-5.73%

FIMPX Mutual Fund Performance

FIMPX performance across multiple time periods: 1-month 4.86%, YTD 12.80%, 1-year 25.87%, 3-year 17.20%, 5-year 8.25%, 10-year 17.76%.

FIMPX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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