FERAX Mutual Fund

NAV$14.98

Returns Overview

1 Month
-1.95%
3 Months
+2.24%
6 Months
+14.59%
YTD
+13.26%
1 Year
+28.88%
3 Years (annualized)
+16.03%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+13.26%
Peer Avg (YTD)
+9.13%
vs Peers
+4.12%

FERAX Mutual Fund Performance

FERAX performance across multiple time periods: 1-month -1.95%, YTD 13.26%, 1-year 28.88%, 3-year 16.03%.

FERAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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