FELAX Mutual Fund

NAV$178.74

Returns Overview

1 Month
+5.91%
3 Months
+67.78%
6 Months
+80.24%
YTD
+73.71%
1 Year
+149.47%
3 Years (annualized)
+62.27%
5 Years (annualized)
+44.27%
10 Years (annualized)
+39.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Semiconductors & Semiconductor Equipment 25-50 Index
This Mutual Fund (YTD)
+73.71%
Peer Avg (YTD)
+16.06%
vs Peers
+57.64%

FELAX Mutual Fund Performance

FELAX performance across multiple time periods: 1-month 5.91%, YTD 73.71%, 1-year 149.47%, 3-year 62.27%, 5-year 44.27%, 10-year 39.03%.

FELAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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