FAEQX Mutual Fund

FAEQX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
+0.28%
3 Months
+4.99%
6 Months
+9.06%
YTD
+10.32%
1 Year
+19.89%
3 Years (annualized)
+17.81%
5 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAEQX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+8.62%
vs Peers
+1.70%

FAEQX Mutual Fund Performance

FAEQX performance across multiple time periods: 1-month 0.28%, YTD 10.32%, 1-year 19.89%, 3-year 17.81%, 5-year 10.79%.

FAEQX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

FAEQX vs another fund shows side-by-side returns. FAEQX alternatives are available in the Mutual Fund Screener.