FESIX Mutual Fund

NAV$5.71

Returns Overview

1 Month
+1.84%
3 Months
+10.04%
6 Months
+10.92%
YTD
+10.92%
1 Year
+12.16%
3 Years (annualized)
-4.38%
5 Years (annualized)
-5.01%
10 Years (annualized)
-0.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Real Estate 25/25 Index
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+11.24%
vs Peers
-0.33%

FESIX Mutual Fund Performance

FESIX performance across multiple time periods: 1-month 1.84%, YTD 10.92%, 1-year 12.16%, 3-year -4.38%, 5-year -5.01%, 10-year -0.25%.

FESIX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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