FEMBX Mutual Fund

NAV$5.40

Returns Overview

1 Month
+1.05%
3 Months
+5.55%
6 Months
+3.06%
YTD
+2.68%
1 Year
+12.10%
3 Years (annualized)
+10.08%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan GBI-EM Global Diversified Index
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+3.07%
vs Peers
-0.39%

FEMBX Mutual Fund Performance

FEMBX performance across multiple time periods: 1-month 1.05%, YTD 2.68%, 1-year 12.10%, 3-year 10.08%, 5-year 0.49%, 10-year 1.01%.

FEMBX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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