FEFAX Mutual Fund

FEFAX Mutual Fund

NAV$32.41
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Returns Overview

1 Month
+4.74%
3 Months
+4.61%
6 Months
+6.25%
YTD
+15.11%
1 Year
+24.19%
3 Years (annualized)
+18.95%
5 Years (annualized)
+10.28%
10 Years (annualized)
+9.13%

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)
+15.11%
Peer Avg (YTD)
+11.21%
vs Peers
+3.90%

FEFAX Mutual Fund Performance

FEFAX performance across multiple time periods: 1-month 4.74%, YTD 15.11%, 1-year 24.19%, 3-year 18.95%, 5-year 10.28%, 10-year 9.13%.

FEFAX returns outperform the peer average of 11.21% 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.