FEREX Mutual Fund

FEREX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-5.34%
3 Months
+0.14%
6 Months
+2.47%
YTD
+13.52%
1 Year
+18.19%
3 Years (annualized)
+17.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEREX 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)
+13.52%
Peer Avg (YTD)
+9.29%
vs Peers
+4.22%

FEREX Mutual Fund Performance

FEREX performance across multiple time periods: 1-month -5.34%, YTD 13.52%, 1-year 18.19%, 3-year 17.55%.

FEREX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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