FEMZX Mutual Fund

FEMZX Mutual Fund

NAV$5.44
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Returns Overview

1 Month
+1.16%
3 Months
+5.64%
6 Months
+3.29%
YTD
+2.92%
1 Year
+12.78%
3 Years (annualized)
+10.10%
5 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMZX 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
J.P. Morgan GBI-EM Global Diversified Index
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+3.07%
vs Peers
-0.15%

FEMZX Mutual Fund Performance

FEMZX performance across multiple time periods: 1-month 1.16%, YTD 2.92%, 1-year 12.78%, 3-year 10.10%, 5-year 3.95%.

FEMZX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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