FEBRX Mutual Fund

FEBRX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
-4.26%
3 Months
+0.40%
6 Months
+3.22%
YTD
+7.41%
1 Year
+13.32%
3 Years (annualized)
+16.38%
5 Years (annualized)
+10.30%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEBRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+4.96%
vs Peers
+2.44%

FEBRX Mutual Fund Performance

FEBRX performance across multiple time periods: 1-month -4.26%, YTD 7.41%, 1-year 13.32%, 3-year 16.38%, 5-year 10.30%, 10-year 8.31%.

FEBRX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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