FEMIX Mutual Fund

FEMIX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-0.40%
3 Months
-1.68%
6 Months
-2.75%
YTD
-0.95%
1 Year
+3.76%
3 Years (annualized)
+3.16%
5 Years (annualized)
+0.12%
10 Years (annualized)
+1.49%

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)
-0.95%
Peer Avg (YTD)
+0.15%
vs Peers
-1.10%

FEMIX Mutual Fund Performance

FEMIX performance across multiple time periods: 1-month -0.40%, YTD -0.95%, 1-year 3.76%, 3-year 3.16%, 5-year 0.12%, 10-year 1.49%.

FEMIX returns trail the peer average of 0.15% 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.