FMCMX Mutual Fund

NAV$44.22

Returns Overview

1 Month
-2.58%
3 Months
-6.81%
6 Months
-4.68%
YTD
-4.60%
1 Year
+15.43%
3 Years (annualized)
+18.16%
5 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCMX 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)
-4.60%
Peer Avg (YTD)
+8.97%
vs Peers
-13.57%

FMCMX Mutual Fund Performance

FMCMX performance across multiple time periods: 1-month -2.58%, YTD -4.60%, 1-year 15.43%, 3-year 18.16%, 5-year 11.14%.

FMCMX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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