FERGX Mutual Fund

FERGX Mutual Fund

NAV$21.87
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Returns Overview

1 Month
-6.14%
3 Months
+1.51%
6 Months
+9.08%
YTD
+17.99%
1 Year
+34.67%
3 Years (annualized)
+18.18%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.67%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.99%
Peer Avg (YTD)
+17.66%
vs Peers
+0.33%

FERGX Mutual Fund Performance

FERGX performance across multiple time periods: 1-month -6.14%, YTD 17.99%, 1-year 34.67%, 3-year 18.18%, 5-year 7.32%, 10-year 8.67%.

FERGX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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