FEPUX Mutual Fund

NAV$62.47

Returns Overview

1 Month
-1.65%
3 Months
-1.79%
6 Months
-1.99%
YTD
+1.98%
1 Year
+23.65%
3 Years (annualized)
+14.44%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPUX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+8.97%
vs Peers
-7.00%

FEPUX Mutual Fund Performance

FEPUX performance across multiple time periods: 1-month -1.65%, YTD 1.98%, 1-year 23.65%, 3-year 14.44%, 5-year 4.74%.

FEPUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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