FEREX Mutual Fund

NAV$14.53

Returns Overview

1 Month
+0.35%
3 Months
-2.68%
6 Months
+2.69%
YTD
+13.52%
1 Year
+29.17%
3 Years (annualized)
+16.29%

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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+9.13%
vs Peers
+4.38%

FEREX Mutual Fund Performance

FEREX performance across multiple time periods: 1-month 0.35%, YTD 13.52%, 1-year 29.17%, 3-year 16.29%.

FEREX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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