FIMVX Mutual Fund

NAV$35.92

Returns Overview

1 Month
+3.01%
3 Months
+13.39%
6 Months
+17.56%
YTD
+16.22%
1 Year
+26.58%
3 Years (annualized)
+16.44%
5 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+16.22%
Peer Avg (YTD)
+10.82%
vs Peers
+5.40%

FIMVX Mutual Fund Performance

FIMVX performance across multiple time periods: 1-month 3.01%, YTD 16.22%, 1-year 26.58%, 3-year 16.44%, 5-year 9.44%.

FIMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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