FEPAX Mutual Fund

NAV$9.43

Returns Overview

1 Month
-1.36%
3 Months
-1.57%
6 Months
-2.38%
YTD
-2.48%
1 Year
+2.67%
3 Years (annualized)
+4.15%
5 Years (annualized)
+0.25%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPAX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-2.48%
Peer Avg (YTD)
+3.23%
vs Peers
-5.71%

FEPAX Mutual Fund Performance

FEPAX performance across multiple time periods: 1-month -1.36%, YTD -2.48%, 1-year 2.67%, 3-year 4.15%, 5-year 0.25%, 10-year 2.07%.

FEPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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