FESIX Mutual Fund

FESIX Mutual Fund

NAV$5.15
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Returns Overview

1 Month
-2.63%
3 Months
+1.66%
6 Months
+2.78%
YTD
+10.72%
1 Year
+8.16%
3 Years (annualized)
-4.03%
5 Years (annualized)
-6.25%
10 Years (annualized)
-0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESIX 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 US IMI Real Estate 25/25 Index
This Mutual Fund (YTD)
+10.72%
Peer Avg (YTD)
+9.10%
vs Peers
+1.62%

FESIX Mutual Fund Performance

FESIX performance across multiple time periods: 1-month -2.63%, YTD 10.72%, 1-year 8.16%, 3-year -4.03%, 5-year -6.25%, 10-year -0.36%.

FESIX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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