FELTX Mutual Fund

FELTX Mutual Fund

NAV$124.39
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Returns Overview

1 Month
-14.94%
3 Months
-7.20%
6 Months
-5.22%
YTD
+33.25%
1 Year
+35.29%
3 Years (annualized)
+53.56%
5 Years (annualized)
+30.53%
10 Years (annualized)
+30.98%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+33.25%
Peer Avg (YTD)
+11.26%
vs Peers
+22.00%

FELTX Mutual Fund Performance

FELTX performance across multiple time periods: 1-month -14.94%, YTD 33.25%, 1-year 35.29%, 3-year 53.56%, 5-year 30.53%, 10-year 30.98%.

FELTX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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