FERFX Mutual Fund

FERFX Mutual Fund

NAV$24.30
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Returns Overview

1 Month
+0.16%
3 Months
-1.02%
6 Months
-1.02%
YTD
-1.02%
1 Year
+3.75%
3 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+12.56%
vs Peers
-13.58%

FERFX Mutual Fund Performance

FERFX performance across multiple time periods: 1-month 0.16%, YTD -1.02%, 1-year 3.75%, 3-year 1.10%.

FERFX returns trail the peer average of 12.56% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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