FERGX Mutual Fund

NAV$21.01

Returns Overview

1 Month
+0.45%
3 Months
+21.64%
6 Months
+25.71%
YTD
+22.99%
1 Year
+45.41%
3 Years (annualized)
+23.09%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERGX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.99%
Peer Avg (YTD)
+23.08%
vs Peers
-0.09%

FERGX Mutual Fund Performance

FERGX performance across multiple time periods: 1-month 0.45%, YTD 22.99%, 1-year 45.41%, 3-year 23.09%, 5-year 7.18%, 10-year 9.87%.

FERGX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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