FEMVX Mutual Fund

NAV$22.98

Returns Overview

1 Month
+10.12%
3 Months
+12.19%
6 Months
+35.97%
YTD
+28.43%
1 Year
+63.88%
3 Years
+30.16%
5 Years
+12.89%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FEMVX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+28.43%
Peer Avg (YTD)
+21.76%
vs Peers
+6.67%

FEMVX Mutual Fund Performance

FEMVX performance across multiple time periods: 1-month 10.12%, YTD 28.43%, 1-year 63.88%, 3-year 30.16%, 5-year 12.89%.

FEMVX returns outperform the peer average of 21.76% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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