FEUIX Mutual Fund

NAV$33.16

Returns Overview

1 Month
+2.76%
3 Months
+22.62%
6 Months
+15.71%
YTD
+14.58%
1 Year
+38.99%
3 Years (annualized)
+27.11%
5 Years (annualized)
+16.54%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEUIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.58%
Peer Avg (YTD)
+8.97%
vs Peers
+5.60%

FEUIX Mutual Fund Performance

FEUIX performance across multiple time periods: 1-month 2.76%, YTD 14.58%, 1-year 38.99%, 3-year 27.11%, 5-year 16.54%, 10-year 15.15%.

FEUIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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