FMAOX Mutual Fund

FMAOX Mutual Fund

NAV$14.66
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Returns Overview

1 Month
-5.25%
3 Months
-4.69%
6 Months
-3.88%
YTD
-0.02%
1 Year
-2.37%
3 Years (annualized)
+17.89%
5 Years (annualized)
+6.81%
10 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMAOX 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)
-0.02%
Peer Avg (YTD)
+4.64%
vs Peers
-4.66%

FMAOX Mutual Fund Performance

FMAOX performance across multiple time periods: 1-month -5.25%, YTD -0.02%, 1-year -2.37%, 3-year 17.89%, 5-year 6.81%, 10-year 13.62%.

FMAOX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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