FEFAX Mutual Fund

NAV$29.58

Returns Overview

1 Month
+6.08%
3 Months
+8.99%
6 Months
+18.90%
YTD
+5.02%
1 Year
+25.49%
3 Years
+19.98%
5 Years
+15.46%
10 Years
+13.84%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FEFAX 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)
+5.02%
Peer Avg (YTD)
+1.87%
vs Peers
+3.15%

FEFAX Mutual Fund Performance

FEFAX performance across multiple time periods: 1-month 6.08%, YTD 5.02%, 1-year 25.49%, 3-year 19.98%, 5-year 15.46%, 10-year 13.84%.

FEFAX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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