FERIX Mutual Fund

NAV$87.53

Returns Overview

1 Month
+3.14%
3 Months
+33.94%
6 Months
+38.89%
YTD
+35.65%
1 Year
+63.57%
3 Years (annualized)
+34.39%
5 Years (annualized)
+8.00%
10 Years (annualized)
+16.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERIX 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 AC Asia Ex Japan Index(^MXASJ)
This Mutual Fund (YTD)
+35.65%
Peer Avg (YTD)
+27.12%
vs Peers
+8.53%

FERIX Mutual Fund Performance

FERIX performance across multiple time periods: 1-month 3.14%, YTD 35.65%, 1-year 63.57%, 3-year 34.39%, 5-year 8.00%, 10-year 16.92%.

FERIX returns outperform the peer average of 27.12% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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