FRMCX Mutual Fund

FRMCX Mutual Fund

NAV$25.87
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Returns Overview

1 Month
+5.55%
3 Months
-1.42%
6 Months
+3.13%
YTD
+13.07%
1 Year
+16.82%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.87%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRMCX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+14.00%
vs Peers
-0.93%

FRMCX Mutual Fund Performance

FRMCX performance across multiple time periods: 1-month 5.55%, YTD 13.07%, 1-year 16.82%, 3-year 14.52%, 5-year 7.87%, 10-year 9.06%.

FRMCX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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