FEMSX Mutual Fund

NAV$29.77

Returns Overview

1 Month
+1.26%
3 Months
+23.66%
6 Months
+30.39%
YTD
+27.19%
1 Year
+53.84%
3 Years (annualized)
+26.84%
5 Years (annualized)
+8.24%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEMSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+27.19%
Peer Avg (YTD)
+23.08%
vs Peers
+4.11%

FEMSX Mutual Fund Performance

FEMSX performance across multiple time periods: 1-month 1.26%, YTD 27.19%, 1-year 53.84%, 3-year 26.84%, 5-year 8.24%, 10-year 12.83%.

FEMSX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

FEMSX performance comparison shows side-by-side returns with another fund. FEMSX alternatives are available in the Mutual Fund Screener.