FEKFX Mutual Fund

NAV$20.27

Returns Overview

1 Month
+1.45%
3 Months
+4.92%
6 Months
+8.11%
YTD
+10.58%
1 Year
+22.96%
3 Years (annualized)
+18.05%
5 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEKFX 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
Russell 3000 Value Index
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+9.49%
vs Peers
+1.09%

FEKFX Mutual Fund Performance

FEKFX performance across multiple time periods: 1-month 1.45%, YTD 10.58%, 1-year 22.96%, 3-year 18.05%, 5-year 11.75%.

FEKFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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