FMC Excelsior Focus Equity ETF (FMCX)
FMCX is an actively managed ETF by First Manhattan. FMCX launched on Apr 22, 2022 and has a 0.70% expense ratio.
ETF Info
US66538H2114
Apr 22, 2022
North America (U.S.)
1x
No Index (Active)
Expense Ratio
FMCX has an expense ratio of 0.70%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
FMC Excelsior Focus Equity ETF (FMCX) returned 0.85% year-to-date (YTD) and 13.15% over the past 12 months.
FMCX
0.85%
5.68%
-1.60%
13.15%
10.67%
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FMCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.18% | -3.36% | -4.79% | -0.13% | 5.35% | 0.85% | |||||||
| 2024 | 0.71% | 4.79% | 3.07% | -4.58% | 2.02% | 1.88% | 2.80% | 2.84% | 3.24% | -1.90% | 6.31% | -3.01% | 19.10% |
| 2023 | 5.84% | -2.05% | 1.52% | 1.47% | 0.74% | 5.95% | 1.89% | -2.16% | -4.43% | -2.97% | 11.52% | 3.77% | 21.94% |
| 2022 | -4.62% | 0.52% | -7.96% | 9.16% | -4.60% | -8.95% | 6.83% | 5.10% | -5.41% | -11.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FMCX is 61, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for FMC Excelsior Focus Equity ETF (FMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
FMC Excelsior Focus Equity ETF provided a 2.10% dividend yield over the last twelve months, with an annual payout of $0.66 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.66 | $0.66 | $0.36 | $0.26 |
Dividend yield | 2.10% | 2.12% | 1.34% | 1.19% |
Monthly Dividends
The table displays the monthly dividend distributions for FMC Excelsior Focus Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.66 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.36 |
| 2022 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.26 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the FMC Excelsior Focus 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 FMC Excelsior Focus Equity ETF was 17.70%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current FMC Excelsior Focus Equity ETF drawdown is 4.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.7% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -17.33% | Aug 17, 2022 | 40 | Oct 12, 2022 | 169 | Jun 15, 2023 | 209 |
| -15.15% | Apr 26, 2022 | 37 | Jun 16, 2022 | 40 | Aug 15, 2022 | 77 |
| -11.66% | Jul 26, 2023 | 67 | Oct 27, 2023 | 23 | Nov 30, 2023 | 90 |
| -6.71% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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