FELCX Mutual Fund

FELCX Mutual Fund

NAV$102.99
See how much of FELCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-14.97%
3 Months
-7.31%
6 Months
-5.46%
YTD
+32.69%
1 Year
+34.61%
3 Years (annualized)
+52.78%
5 Years (annualized)
+29.88%
10 Years (annualized)
+30.35%

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

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)
+32.69%
Peer Avg (YTD)
+11.26%
vs Peers
+21.44%

FELCX Mutual Fund Performance

FELCX performance across multiple time periods: 1-month -14.97%, YTD 32.69%, 1-year 34.61%, 3-year 52.78%, 5-year 29.88%, 10-year 30.35%.

FELCX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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