FEMSX Mutual Fund

FEMSX Mutual Fund

NAV$28.34
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Returns Overview

1 Month
-9.53%
3 Months
-5.96%
6 Months
-3.80%
YTD
+12.35%
1 Year
+16.90%
3 Years (annualized)
+24.51%
5 Years (annualized)
+7.38%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMSX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+9.82%
vs Peers
+2.53%

FEMSX Mutual Fund Performance

FEMSX performance across multiple time periods: 1-month -9.53%, YTD 12.35%, 1-year 16.90%, 3-year 24.51%, 5-year 7.38%, 10-year 10.42%.

FEMSX returns outperform the peer average of 9.82% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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