FEFAX Mutual Fund

NAV$32.37

Returns Overview

1 Month
-3.30%
3 Months
+6.43%
6 Months
+6.40%
YTD
+5.34%
1 Year
+21.08%
3 Years (annualized)
+16.52%
5 Years (annualized)
+11.98%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+9.51%
vs Peers
-4.17%

FEFAX Mutual Fund Performance

FEFAX performance across multiple time periods: 1-month -3.30%, YTD 5.34%, 1-year 21.08%, 3-year 16.52%, 5-year 11.98%, 10-year 13.69%.

FEFAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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