FEMWX Mutual Fund

FEMWX Mutual Fund

NAV$10.48
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.11%
3 Months
+3.19%
6 Months
-1.75%
YTD
-1.75%
1 Year
+7.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+9.51%
vs Peers
-11.26%

FEMWX Mutual Fund Performance

FEMWX performance across multiple time periods: 1-month 2.11%, YTD -1.75%, 1-year 7.18%.

FEMWX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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