FEFRX Mutual Fund

NAV$31.60

Returns Overview

1 Month
+6.11%
3 Months
+9.01%
6 Months
+19.01%
YTD
+5.05%
1 Year
+25.80%
3 Years
+21.57%
5 Years
+13.83%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FEFRX 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)
+5.05%
Peer Avg (YTD)
+1.87%
vs Peers
+3.19%

FEFRX Mutual Fund Performance

FEFRX performance across multiple time periods: 1-month 6.11%, YTD 5.05%, 1-year 25.80%, 3-year 21.57%, 5-year 13.83%.

FEFRX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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