FERCX Mutual Fund

FERCX Mutual Fund

NAV$67.86
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Returns Overview

1 Month
-0.27%
3 Months
-5.49%
6 Months
+26.27%
YTD
+27.56%
1 Year
+32.28%
3 Years (annualized)
+30.85%
5 Years (annualized)
+10.32%
10 Years (annualized)
+16.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERCX 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 AC Asia Ex Japan Index(^MXASJ)
This Mutual Fund (YTD)
+27.56%
Peer Avg (YTD)
+23.11%
vs Peers
+4.45%

FERCX Mutual Fund Performance

FERCX performance across multiple time periods: 1-month -0.27%, YTD 27.56%, 1-year 32.28%, 3-year 30.85%, 5-year 10.32%, 10-year 16.89%.

FERCX returns outperform the peer average of 23.11% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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