FMUEX Mutual Fund

NAV$32.39

Returns Overview

1 Month
+2.95%
3 Months
+15.94%
6 Months
+19.71%
YTD
+18.59%
1 Year
+33.79%
3 Years (annualized)
+17.34%
5 Years (annualized)
+8.96%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUEX 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 500 Index(SPX)
This Mutual Fund (YTD)
+18.59%
Peer Avg (YTD)
+10.82%
vs Peers
+7.77%

FMUEX Mutual Fund Performance

FMUEX performance across multiple time periods: 1-month 2.95%, YTD 18.59%, 1-year 33.79%, 3-year 17.34%, 5-year 8.96%, 10-year 11.16%.

FMUEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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