FMACX Mutual Fund

NAV$44.62

Returns Overview

1 Month
-2.58%
3 Months
-6.73%
6 Months
-4.60%
YTD
-4.52%
1 Year
+15.50%
3 Years (annualized)
+18.23%
5 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMACX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.52%
Peer Avg (YTD)
+8.97%
vs Peers
-13.49%

FMACX Mutual Fund Performance

FMACX performance across multiple time periods: 1-month -2.58%, YTD -4.52%, 1-year 15.50%, 3-year 18.23%, 5-year 11.19%.

FMACX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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