FMUIX Mutual Fund

FMUIX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
+1.70%
3 Months
-0.11%
6 Months
+3.10%
YTD
+6.43%
1 Year
+7.78%
3 Years (annualized)
+12.22%
5 Years (annualized)
+4.88%
10 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMUIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+3.02%
vs Peers
+3.41%

FMUIX Mutual Fund Performance

FMUIX performance across multiple time periods: 1-month 1.70%, YTD 6.43%, 1-year 7.78%, 3-year 12.22%, 5-year 4.88%, 10-year 6.31%.

FMUIX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

FMUIX vs another fund shows side-by-side returns. FMUIX alternatives are available in the Mutual Fund Screener.