FEMVX Mutual Fund

FEMVX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
-0.32%
3 Months
-1.39%
6 Months
+22.25%
YTD
+27.79%
1 Year
+40.70%
3 Years (annualized)
+28.48%
5 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+27.79%
Peer Avg (YTD)
+20.48%
vs Peers
+7.31%

FEMVX Mutual Fund Performance

FEMVX performance across multiple time periods: 1-month -0.32%, YTD 27.79%, 1-year 40.70%, 3-year 28.48%, 5-year 13.24%.

FEMVX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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