FEMUX Mutual Fund

FEMUX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+2.11%
3 Months
+3.19%
6 Months
-1.75%
YTD
-1.84%
1 Year
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMUX 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

This Mutual Fund (YTD)
-1.84%
Peer Avg (YTD)
+9.51%
vs Peers
-11.35%

FEMUX Mutual Fund Performance

FEMUX performance across multiple time periods: 1-month 2.11%, YTD -1.84%, 1-year 7.08%.

FEMUX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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