FEMAX Mutual Fund

FEMAX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
-4.62%
3 Months
-11.52%
6 Months
+11.22%
YTD
+15.24%
1 Year
+20.87%
3 Years (annualized)
+16.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMAX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+6.72%
vs Peers
+8.52%

FEMAX Mutual Fund Performance

FEMAX performance across multiple time periods: 1-month -4.62%, YTD 15.24%, 1-year 20.87%, 3-year 16.53%.

FEMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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