FEMIX Mutual Fund

FEMIX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
+0.96%
3 Months
+2.52%
6 Months
+1.79%
YTD
+1.71%
1 Year
+6.88%
3 Years (annualized)
+3.65%
5 Years (annualized)
+0.71%
10 Years (annualized)
+1.77%

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)
+1.71%
Peer Avg (YTD)
+1.79%
vs Peers
-0.08%

FEMIX Mutual Fund Performance

FEMIX performance across multiple time periods: 1-month 0.96%, YTD 1.71%, 1-year 6.88%, 3-year 3.65%, 5-year 0.71%, 10-year 1.77%.

FEMIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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