FMIUX Mutual Fund

NAV$38.58

Returns Overview

1 Month
+1.87%
3 Months
+6.43%
6 Months
+7.86%
YTD
+14.18%
1 Year
+15.67%
3 Years (annualized)
+12.97%
5 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMIUX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+10.82%
vs Peers
+3.36%

FMIUX Mutual Fund Performance

FMIUX performance across multiple time periods: 1-month 1.87%, YTD 14.18%, 1-year 15.67%, 3-year 12.97%, 5-year 10.96%.

FMIUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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