PortfoliosLab logoPortfoliosLab logo
FM Compounders Equity ETF (FMCE)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Inception Date
Nov 8, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FM Compounders Equity ETF

Performance

FMCE Performance Chart

FM Compounders Equity ETF (FMCE) is up 1.7% since the beginning of the year. FMCE is currently trading at $27 per share.


Loading graphics...

S&P 500 Index

Returns By Period

FM Compounders Equity ETF (FMCE) has returned 1.68% so far this year and 14.85% over the past 12 months.


FM Compounders Equity ETF

1D
1.13%
1M
4.75%
YTD
1.68%
6M
2.54%
1Y
14.85%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.80%
1M
4.83%
YTD
2.59%
6M
5.27%
1Y
30.14%
3Y*
19.29%
5Y*
10.91%
10Y*
12.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FMCE Monthly Returns History

Based on dividend-adjusted daily data since Nov 11, 2024, FMCE's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, an investment would double in approximately 10.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +7.3%, while the worst month was Dec 2024 at -5.1%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, FMCE closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +6.2%, while the worst single day was Apr 4, 2025 at -5.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.48%-1.68%-5.06%7.34%1.68%
20253.58%1.38%-2.48%-0.85%4.07%2.83%-0.97%2.05%1.48%-0.80%0.29%0.22%11.11%
20242.55%-5.14%-2.72%

Benchmark Metrics

FM Compounders Equity ETF has an annualized alpha of -1.34%, beta of 0.72, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since November 12, 2024.

  • This ETF participated in 84.88% of S&P 500 Index downside but only 68.19% of its upside — more exposed to losses than it benefited from rallies.

Alpha
-1.34%
Beta
0.72
0.74
Upside Capture
68.19%
Downside Capture
84.88%

Expense Ratio

FMCE has an expense ratio of 0.72%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FMCE ranks 23 for risk / return — below 23% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FMCE Risk / Return Rank: 2323
Overall Rank
FMCE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FMCE Sortino Ratio Rank: 2424
Sortino Ratio Rank
FMCE Omega Ratio Rank: 2323
Omega Ratio Rank
FMCE Calmar Ratio Rank: 2121
Calmar Ratio Rank
FMCE Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for FM Compounders Equity ETF (FMCE) and compare them to a chosen benchmark (S&P 500 Index).


FMCEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.15

2.30

-1.15

Sortino ratio

Return per unit of downside risk

1.74

3.18

-1.45

Omega ratio

Gain probability vs. loss probability

1.21

1.43

-0.22

Calmar ratio

Return relative to maximum drawdown

1.46

3.40

-1.94

Martin ratio

Return relative to average drawdown

5.13

15.35

-10.23

Explore FMCE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

FM Compounders Equity ETF provided a 3.15% dividend yield over the last twelve months, with an annual payout of $0.84 per share.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.8020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.84$0.84$0.05

Dividend yield

3.15%3.20%0.22%

Monthly Dividends

The table displays the monthly dividend distributions for FM Compounders Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.78$0.84
2024$0.05$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the FM Compounders Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the FM Compounders Equity ETF was 11.69%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.

The current FM Compounders Equity ETF drawdown is 2.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-11.69%Dec 2, 202487Apr 8, 202523May 12, 2025110
-10.77%Jan 12, 202654Mar 30, 2026
-5.89%Oct 28, 202518Nov 20, 202514Dec 11, 202532
-3.3%Jul 7, 202524Aug 7, 202515Aug 28, 202539
-2.97%Oct 7, 20254Oct 10, 20259Oct 23, 202513

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Portfolio Analyzer

Build a portfolio with FMCE

Add FM Compounders Equity ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FMCE