FERRX Mutual Fund

FERRX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
+0.07%
3 Months
-2.03%
6 Months
+4.77%
YTD
+13.38%
1 Year
+29.25%
3 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+9.42%
vs Peers
+3.96%

FERRX Mutual Fund Performance

FERRX performance across multiple time periods: 1-month 0.07%, YTD 13.38%, 1-year 29.25%, 3-year 14.56%.

FERRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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