FESCX Mutual Fund

NAV$14.69

Returns Overview

1 Month
-4.24%
3 Months
+6.60%
6 Months
+16.87%
YTD
+25.66%
1 Year
+53.13%
3 Years (annualized)
+18.25%
5 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.66%
Peer Avg (YTD)
+18.52%
vs Peers
+7.14%

FESCX Mutual Fund Performance

FESCX performance across multiple time periods: 1-month -4.24%, YTD 25.66%, 1-year 53.13%, 3-year 18.25%, 5-year 9.76%.

FESCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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