FMIJX Mutual Fund

NAV$37.12

Returns Overview

1 Month
+1.64%
3 Months
+5.28%
6 Months
+2.74%
YTD
+5.75%
1 Year
+9.67%
3 Years (annualized)
+8.81%
5 Years (annualized)
+4.52%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIJX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE (USD) Value
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+9.13%
vs Peers
-3.38%

FMIJX Mutual Fund Performance

FMIJX performance across multiple time periods: 1-month 1.64%, YTD 5.75%, 1-year 9.67%, 3-year 8.81%, 5-year 4.52%, 10-year 6.12%.

FMIJX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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