FELAX Mutual Fund

FELAX Mutual Fund

NAV$167.33
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Returns Overview

1 Month
-17.22%
3 Months
+2.19%
6 Months
+33.58%
YTD
+49.20%
1 Year
+84.14%
3 Years (annualized)
+46.62%
5 Years (annualized)
+35.43%
10 Years (annualized)
+33.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELAX 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 US IMI Semiconductors & Semiconductor Equipment 25-50 Index
This Mutual Fund (YTD)
+49.20%
Peer Avg (YTD)
+11.56%
vs Peers
+37.64%

FELAX Mutual Fund Performance

FELAX performance across multiple time periods: 1-month -17.22%, YTD 49.20%, 1-year 84.14%, 3-year 46.62%, 5-year 35.43%, 10-year 33.37%.

FELAX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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