FELAX Mutual Fund

NAV$207.96

Returns Overview

1 Month
+16.56%
3 Months
+52.74%
6 Months
+84.29%
YTD
+64.02%
1 Year
+176.20%
3 Years
+63.68%
5 Years
+44.76%
10 Years
+38.10%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FELAX 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 US IMI Semiconductors & Semiconductor Equipment 25-50 Index(NA)
This Mutual Fund (YTD)
+64.02%
Peer Avg (YTD)
+14.18%
vs Peers
+49.83%

FELAX Mutual Fund Performance

FELAX performance across multiple time periods: 1-month 16.56%, YTD 64.02%, 1-year 176.20%, 3-year 63.68%, 5-year 44.76%, 10-year 38.10%.

FELAX returns outperform the peer average of 14.18% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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