FERAX Mutual Fund

FERAX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-5.37%
3 Months
+0.07%
6 Months
+2.31%
YTD
+13.33%
1 Year
+17.82%
3 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERAX 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 World Index(MDWO)
This Mutual Fund (YTD)
+13.33%
Peer Avg (YTD)
+9.29%
vs Peers
+4.04%

FERAX Mutual Fund Performance

FERAX performance across multiple time periods: 1-month -5.37%, YTD 13.33%, 1-year 17.82%, 3-year 17.27%.

FERAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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