FEMRX Mutual Fund

NAV$5.40

Returns Overview

1 Month
+1.18%
3 Months
+5.69%
6 Months
+3.34%
YTD
+2.96%
1 Year
+12.91%
3 Years (annualized)
+10.13%
5 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMRX 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)
+2.96%
Peer Avg (YTD)
+3.07%
vs Peers
-0.11%

FEMRX Mutual Fund Performance

FEMRX performance across multiple time periods: 1-month 1.18%, YTD 2.96%, 1-year 12.91%, 3-year 10.13%, 5-year 3.96%.

FEMRX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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