FOMCX Mutual Fund

NAV$9.70

Returns Overview

1 Month
-1.22%
3 Months
-1.42%
6 Months
-2.12%
YTD
-1.82%
1 Year
+3.38%
3 Years (annualized)
+2.91%
5 Years (annualized)
-1.15%
10 Years (annualized)
+0.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOMCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.82%
Peer Avg (YTD)
+3.23%
vs Peers
-5.05%

FOMCX Mutual Fund Performance

FOMCX performance across multiple time periods: 1-month -1.22%, YTD -1.82%, 1-year 3.38%, 3-year 2.91%, 5-year -1.15%, 10-year 0.02%.

FOMCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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