FMUCX Mutual Fund

NAV$16.93

Returns Overview

1 Month
+1.32%
3 Months
+8.11%
6 Months
+6.66%
YTD
+6.33%
1 Year
+14.60%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.30%
10 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUCX 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)
+6.33%
Peer Avg (YTD)
+4.14%
vs Peers
+2.19%

FMUCX Mutual Fund Performance

FMUCX performance across multiple time periods: 1-month 1.32%, YTD 6.33%, 1-year 14.60%, 3-year 9.33%, 5-year 4.30%, 10-year 5.24%.

FMUCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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