FMUAX Mutual Fund

NAV$16.94

Returns Overview

1 Month
+1.38%
3 Months
+8.24%
6 Months
+7.06%
YTD
+6.72%
1 Year
+15.45%
3 Years (annualized)
+10.15%
5 Years (annualized)
+5.09%
10 Years (annualized)
+6.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUAX 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 Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+4.14%
vs Peers
+2.58%

FMUAX Mutual Fund Performance

FMUAX performance across multiple time periods: 1-month 1.38%, YTD 6.72%, 1-year 15.45%, 3-year 10.15%, 5-year 5.09%, 10-year 6.18%.

FMUAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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