FMAEX Mutual Fund

FMAEX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-5.21%
3 Months
-4.72%
6 Months
-4.03%
YTD
-0.22%
1 Year
-2.64%
3 Years (annualized)
+17.59%
5 Years (annualized)
+6.54%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+4.64%
vs Peers
-4.87%

FMAEX Mutual Fund Performance

FMAEX performance across multiple time periods: 1-month -5.21%, YTD -0.22%, 1-year -2.64%, 3-year 17.59%, 5-year 6.54%, 10-year 13.34%.

FMAEX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

FMAEX vs another fund shows side-by-side returns. FMAEX alternatives are available in the Mutual Fund Screener.