FESRX Mutual Fund

NAV$14.70

Returns Overview

1 Month
-4.30%
3 Months
+6.60%
6 Months
+16.95%
YTD
+25.64%
1 Year
+53.29%
3 Years (annualized)
+18.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESRX 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)
+25.64%
Peer Avg (YTD)
+18.52%
vs Peers
+7.12%

FESRX Mutual Fund Performance

FESRX performance across multiple time periods: 1-month -4.30%, YTD 25.64%, 1-year 53.29%, 3-year 18.34%.

FESRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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