FERGX Mutual Fund

FERGX Mutual Fund

NAV$21.23
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Returns Overview

1 Month
-0.69%
3 Months
-2.39%
6 Months
+18.73%
YTD
+20.04%
1 Year
+28.24%
3 Years (annualized)
+22.67%
5 Years (annualized)
+7.83%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FERGX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.04%
Peer Avg (YTD)
+20.48%
vs Peers
-0.44%

FERGX Mutual Fund Performance

FERGX performance across multiple time periods: 1-month -0.69%, YTD 20.04%, 1-year 28.24%, 3-year 22.67%, 5-year 7.83%, 10-year 8.94%.

FERGX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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