FEMIX Mutual Fund

FEMIX Mutual Fund

NAV$12.18
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Returns Overview

1 Month
-2.22%
3 Months
-1.04%
6 Months
-1.03%
YTD
+0.23%
1 Year
+5.03%
3 Years (annualized)
+2.80%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMIX 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
Bloomberg New York 4+ Year Enhanced Municipal Bond Index
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+0.23%
vs Peers
-0.00%

FEMIX Mutual Fund Performance

FEMIX performance across multiple time periods: 1-month -2.22%, YTD 0.23%, 1-year 5.03%, 3-year 2.80%, 5-year 0.11%, 10-year 1.55%.

FEMIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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