FERVX Mutual Fund

NAV$19.59

Returns Overview

1 Month
+0.20%
3 Months
-0.96%
6 Months
+0.77%
YTD
+0.67%
1 Year
+5.42%
3 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+8.28%
vs Peers
-7.61%

FERVX Mutual Fund Performance

FERVX performance across multiple time periods: 1-month 0.20%, YTD 0.67%, 1-year 5.42%, 3-year 4.28%.

FERVX returns trail the peer average of 8.28% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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