FERAX Mutual Fund

FERAX Mutual Fund

NAV$14.75
See how much of FERAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.68%
3 Months
+3.69%
6 Months
+1.05%
YTD
+21.18%
1 Year
+30.50%
3 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERAX 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

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+21.18%
Peer Avg (YTD)
+10.17%
vs Peers
+11.01%

FERAX Mutual Fund Performance

FERAX performance across multiple time periods: 1-month 5.68%, YTD 21.18%, 1-year 30.50%, 3-year 17.27%.

FERAX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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