FMIMX Mutual Fund

NAV$39.87

Returns Overview

1 Month
+2.73%
3 Months
+12.22%
6 Months
+12.22%
YTD
+18.10%
1 Year
+15.56%
3 Years (annualized)
+12.83%
5 Years (annualized)
+10.83%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIMX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+10.82%
vs Peers
+7.28%

FMIMX Mutual Fund Performance

FMIMX performance across multiple time periods: 1-month 2.73%, YTD 18.10%, 1-year 15.56%, 3-year 12.83%, 5-year 10.83%, 10-year 12.05%.

FMIMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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