FEUNX Mutual Fund

NAV$9.37

Returns Overview

1 Month
+0.45%
3 Months
+0.81%
6 Months
+1.27%
YTD
+1.27%
1 Year
+3.23%
3 Years (annualized)
+4.75%
5 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEUNX 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
ICE BofA 1-Year US Treasury Note Index(ICEBOFA1YUTRNI)
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+1.92%
vs Peers
-0.65%

FEUNX Mutual Fund Performance

FEUNX performance across multiple time periods: 1-month 0.45%, YTD 1.27%, 1-year 3.23%, 3-year 4.75%, 5-year 2.84%.

FEUNX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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