FEFAX Mutual Fund

FEFAX Mutual Fund

NAV$33.14
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Returns Overview

1 Month
+3.29%
3 Months
+2.87%
6 Months
+3.60%
YTD
+9.90%
1 Year
+23.18%
3 Years (annualized)
+16.04%
5 Years (annualized)
+9.59%
10 Years (annualized)
+9.00%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.41%
vs Peers
+0.49%

FEFAX Mutual Fund Performance

FEFAX performance across multiple time periods: 1-month 3.29%, YTD 9.90%, 1-year 23.18%, 3-year 16.04%, 5-year 9.59%, 10-year 9.00%.

FEFAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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