FEQTX Mutual Fund

NAV$34.02

Returns Overview

1 Month
+1.97%
3 Months
+7.99%
6 Months
+10.43%
YTD
+9.84%
1 Year
+19.77%
3 Years (annualized)
+14.79%
5 Years (annualized)
+10.40%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Value Index
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+9.49%
vs Peers
+0.35%

FEQTX Mutual Fund Performance

FEQTX performance across multiple time periods: 1-month 1.97%, YTD 9.84%, 1-year 19.77%, 3-year 14.79%, 5-year 10.40%, 10-year 10.77%.

FEQTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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