FERCX Mutual Fund

NAV$63.81

Returns Overview

1 Month
-12.49%
3 Months
-1.28%
6 Months
+7.82%
YTD
+16.08%
1 Year
+61.95%
3 Years (annualized)
+33.04%
5 Years (annualized)
+9.50%
10 Years (annualized)
+18.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI AC Asia Ex Japan Index(^MXASJ)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+27.12%
vs Peers
-11.03%

FERCX Mutual Fund Performance

FERCX performance across multiple time periods: 1-month -12.49%, YTD 16.08%, 1-year 61.95%, 3-year 33.04%, 5-year 9.50%, 10-year 18.46%.

FERCX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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