FELTX Mutual Fund

NAV$115.81

Returns Overview

1 Month
+11.67%
3 Months
+16.62%
6 Months
+47.05%
YTD
+7.63%
1 Year
+75.31%
3 Years
+53.37%
5 Years
+35.82%
10 Years
+34.65%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Semiconductors & Semiconductor Equipment 25-50 Index(NA)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
-0.14%
vs Peers
+7.76%

FELTX Mutual Fund Performance

FELTX performance across multiple time periods: 1-month 11.67%, YTD 7.63%, 1-year 75.31%, 3-year 53.37%, 5-year 35.82%, 10-year 34.65%.

FELTX returns outperform the peer average of -0.14% 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.