FMCEX Mutual Fund

NAV$43.67

Returns Overview

1 Month
+4.99%
3 Months
+17.82%
6 Months
+22.48%
YTD
+20.86%
1 Year
+30.40%
3 Years (annualized)
+17.79%
5 Years (annualized)
+14.35%
10 Years (annualized)
+17.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCEX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+20.86%
Peer Avg (YTD)
+10.82%
vs Peers
+10.05%

FMCEX Mutual Fund Performance

FMCEX performance across multiple time periods: 1-month 4.99%, YTD 20.86%, 1-year 30.40%, 3-year 17.79%, 5-year 14.35%, 10-year 17.39%.

FMCEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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