FEBIX Mutual Fund

FEBIX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+2.58%
3 Months
+0.52%
6 Months
+2.79%
YTD
+10.11%
1 Year
+15.93%
3 Years (annualized)
+17.35%
5 Years (annualized)
+9.81%
10 Years (annualized)
+8.48%

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)
+10.11%
Peer Avg (YTD)
+5.30%
vs Peers
+4.80%

FEBIX Mutual Fund Performance

FEBIX performance across multiple time periods: 1-month 2.58%, YTD 10.11%, 1-year 15.93%, 3-year 17.35%, 5-year 9.81%, 10-year 8.48%.

FEBIX returns outperform the peer average of 5.30% 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.