FELAX Mutual Fund

FELAX Mutual Fund

NAV$176.43
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Returns Overview

1 Month
+7.49%
3 Months
-9.65%
6 Months
+51.58%
YTD
+56.94%
1 Year
+75.66%
3 Years (annualized)
+48.99%
5 Years (annualized)
+34.46%
10 Years (annualized)
+32.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELAX 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 Semiconductors & Semiconductor Equipment 25-50 Index
This Mutual Fund (YTD)
+56.94%
Peer Avg (YTD)
+16.41%
vs Peers
+40.53%

FELAX Mutual Fund Performance

FELAX performance across multiple time periods: 1-month 7.49%, YTD 56.94%, 1-year 75.66%, 3-year 48.99%, 5-year 34.46%, 10-year 32.83%.

FELAX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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