FARMX Mutual Fund

NAV$21.71

Returns Overview

1 Month
+2.88%
3 Months
-1.27%
6 Months
+20.22%
YTD
+18.71%
1 Year
+14.06%
3 Years (annualized)
+6.06%
5 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Select Agriculture Producers IMI 25/50 Index
This Mutual Fund (YTD)
+18.71%
Peer Avg (YTD)
+11.40%
vs Peers
+7.32%

FARMX Mutual Fund Performance

FARMX performance across multiple time periods: 1-month 2.88%, YTD 18.71%, 1-year 14.06%, 3-year 6.06%, 5-year 5.21%.

FARMX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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