FEFRX Mutual Fund

FEFRX Mutual Fund

NAV$35.18
See how much of FEFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.29%
3 Months
+2.93%
6 Months
+3.68%
YTD
+10.02%
1 Year
+23.39%
3 Years (annualized)
+16.46%
5 Years (annualized)
+10.48%
10 Years (annualized)
+9.23%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+9.41%
vs Peers
+0.61%

FEFRX Mutual Fund Performance

FEFRX performance across multiple time periods: 1-month 3.29%, YTD 10.02%, 1-year 23.39%, 3-year 16.46%, 5-year 10.48%, 10-year 9.23%.

FEFRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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