FEAIX Mutual Fund

NAV$32.65

Returns Overview

1 Month
-0.18%
3 Months
+0.21%
6 Months
+0.83%
YTD
+5.12%
1 Year
+21.32%
3 Years (annualized)
+18.04%
5 Years (annualized)
+12.86%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+9.51%
vs Peers
-4.39%

FEAIX Mutual Fund Performance

FEAIX performance across multiple time periods: 1-month -0.18%, YTD 5.12%, 1-year 21.32%, 3-year 18.04%, 5-year 12.86%, 10-year 11.03%.

FEAIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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