FITMX Mutual Fund

NAV$19.60

Returns Overview

1 Month
-4.39%
3 Months
+0.72%
6 Months
+0.77%
YTD
+6.81%
1 Year
+24.96%
3 Years (annualized)
+21.62%
5 Years (annualized)
+11.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITMX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+9.16%
vs Peers
-2.35%

FITMX Mutual Fund Performance

FITMX performance across multiple time periods: 1-month -4.39%, YTD 6.81%, 1-year 24.96%, 3-year 21.62%, 5-year 11.59%.

FITMX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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