FERIX Mutual Fund

FERIX Mutual Fund

NAV$78.27
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Returns Overview

1 Month
-10.96%
3 Months
-7.14%
6 Months
-4.29%
YTD
+14.43%
1 Year
+16.05%
3 Years (annualized)
+29.22%
5 Years (annualized)
+6.67%
10 Years (annualized)
+13.34%

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
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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 AC Asia Ex Japan Index(^MXASJ)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+12.35%
vs Peers
+2.08%

FERIX Mutual Fund Performance

FERIX performance across multiple time periods: 1-month -10.96%, YTD 14.43%, 1-year 16.05%, 3-year 29.22%, 5-year 6.67%, 10-year 13.34%.

FERIX returns outperform the peer average of 12.35% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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