FEBIX Mutual Fund

FEBIX Mutual Fund

NAV$17.15
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Returns Overview

1 Month
+2.27%
3 Months
+2.26%
6 Months
+3.38%
YTD
+9.36%
1 Year
+22.30%
3 Years (annualized)
+14.61%
5 Years (annualized)
+9.69%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEBIX 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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+5.54%
vs Peers
+3.82%

FEBIX Mutual Fund Performance

FEBIX performance across multiple time periods: 1-month 2.27%, YTD 9.36%, 1-year 22.30%, 3-year 14.61%, 5-year 9.69%, 10-year 8.43%.

FEBIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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