FELCX Mutual Fund

NAV$136.37

Returns Overview

1 Month
+5.85%
3 Months
+67.48%
6 Months
+79.57%
YTD
+73.06%
1 Year
+150.35%
3 Years (annualized)
+59.40%
5 Years (annualized)
+40.29%
10 Years (annualized)
+36.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELCX 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)
+73.06%
Peer Avg (YTD)
+16.06%
vs Peers
+56.99%

FELCX Mutual Fund Performance

FELCX performance across multiple time periods: 1-month 5.85%, YTD 73.06%, 1-year 150.35%, 3-year 59.40%, 5-year 40.29%, 10-year 36.58%.

FELCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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