FERNX Mutual Fund

FERNX Mutual Fund

NAV$9.46
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Returns Overview

3 Months
+1.16%
6 Months
+2.73%
YTD
+2.95%
1 Year
+6.93%
3 Years (annualized)
-0.56%
5 Years (annualized)
+2.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERNX 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
Fidelity Freedom 2005 Composite Index(^FIDF05)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+11.58%
vs Peers
-8.63%

FERNX Mutual Fund Performance

FERNX performance across multiple time periods: YTD 2.95%, 1-year 6.93%, 3-year -0.56%, 5-year 2.99%.

FERNX returns trail the peer average of 11.58% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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