FEBRX Mutual Fund

NAV$16.73

Returns Overview

1 Month
+1.27%
3 Months
+0.24%
6 Months
+0.42%
YTD
+6.15%
1 Year
+18.37%
3 Years (annualized)
+14.51%
5 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEBRX 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)
+6.15%
Peer Avg (YTD)
+5.87%
vs Peers
+0.29%

FEBRX Mutual Fund Performance

FEBRX performance across multiple time periods: 1-month 1.27%, YTD 6.15%, 1-year 18.37%, 3-year 14.51%, 5-year 9.20%.

FEBRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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