FEMAX Mutual Fund

FEMAX Mutual Fund

NAV$15.33
See how much of FEMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.76%
3 Months
+3.41%
6 Months
+16.86%
YTD
+23.58%
1 Year
+32.85%
3 Years (annualized)
+15.31%

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
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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+23.58%
Peer Avg (YTD)
+9.54%
vs Peers
+14.04%

FEMAX Mutual Fund Performance

FEMAX performance across multiple time periods: 1-month -6.76%, YTD 23.58%, 1-year 32.85%, 3-year 15.31%.

FEMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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