FELCX Mutual Fund

FELCX Mutual Fund

NAV$134.42
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Returns Overview

1 Month
+7.42%
3 Months
-9.82%
6 Months
+51.02%
YTD
+56.06%
1 Year
+74.35%
3 Years (annualized)
+47.88%
5 Years (annualized)
+33.46%
10 Years (annualized)
+31.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FELCX 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)
+56.06%
Peer Avg (YTD)
+16.41%
vs Peers
+39.65%

FELCX Mutual Fund Performance

FELCX performance across multiple time periods: 1-month 7.42%, YTD 56.06%, 1-year 74.35%, 3-year 47.88%, 5-year 33.46%, 10-year 31.83%.

FELCX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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