FERUX Mutual Fund

NAV$20.99

Returns Overview

1 Month
+0.10%
3 Months
-0.61%
6 Months
-15.52%
YTD
-14.56%
1 Year
-11.97%
3 Years (annualized)
-4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERUX 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
FTSE Gold Mines Index(FTMIGMI)
This Mutual Fund (YTD)
-14.56%
Peer Avg (YTD)
+8.11%
vs Peers
-22.67%

FERUX Mutual Fund Performance

FERUX performance across multiple time periods: 1-month 0.10%, YTD -14.56%, 1-year -11.97%, 3-year -4.50%.

FERUX returns trail the peer average of 8.11% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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