FEROX Mutual Fund

FEROX Mutual Fund

NAV$24.85
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Returns Overview

1 Month
-0.04%
3 Months
-0.08%
YTD
+0.57%
1 Year
+2.82%
3 Years (annualized)
+0.33%
5 Years (annualized)
+2.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEROX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+8.97%
vs Peers
-8.40%

FEROX Mutual Fund Performance

FEROX performance across multiple time periods: 1-month -0.04%, YTD 0.57%, 1-year 2.82%, 3-year 0.33%, 5-year 2.88%.

FEROX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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