FELTX Mutual Fund

NAV$164.51

Returns Overview

1 Month
+5.88%
3 Months
+67.67%
6 Months
+80.00%
YTD
+73.49%
1 Year
+149.61%
3 Years (annualized)
+62.03%
5 Years (annualized)
+44.09%
10 Years (annualized)
+39.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US IMI Semiconductors & Semiconductor Equipment 25-50 Index
This Mutual Fund (YTD)
+73.49%
Peer Avg (YTD)
+16.06%
vs Peers
+57.43%

FELTX Mutual Fund Performance

FELTX performance across multiple time periods: 1-month 5.88%, YTD 73.49%, 1-year 149.61%, 3-year 62.03%, 5-year 44.09%, 10-year 39.33%.

FELTX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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