FEFRX Mutual Fund

NAV$34.59

Returns Overview

1 Month
-3.30%
3 Months
+6.48%
6 Months
+6.51%
YTD
+5.45%
1 Year
+21.35%
3 Years (annualized)
+18.05%
5 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEFRX 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)
+5.45%
Peer Avg (YTD)
+9.51%
vs Peers
-4.06%

FEFRX Mutual Fund Performance

FEFRX performance across multiple time periods: 1-month -3.30%, YTD 5.45%, 1-year 21.35%, 3-year 18.05%, 5-year 10.39%.

FEFRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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