FEMAX Mutual Fund

FEMAX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
+8.01%
3 Months
+25.70%
6 Months
+32.53%
YTD
+30.24%
1 Year
+45.47%
3 Years (annualized)
+19.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+30.24%
Peer Avg (YTD)
+10.82%
vs Peers
+19.43%

FEMAX Mutual Fund Performance

FEMAX performance across multiple time periods: 1-month 8.01%, YTD 30.24%, 1-year 45.47%, 3-year 19.26%.

FEMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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