FEFRX Mutual Fund

FEFRX Mutual Fund

NAV$34.43
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Returns Overview

1 Month
+4.79%
3 Months
+4.67%
6 Months
+6.40%
YTD
+15.29%
1 Year
+24.54%
3 Years (annualized)
+19.26%
5 Years (annualized)
+10.56%
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
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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)
+15.29%
Peer Avg (YTD)
+11.21%
vs Peers
+4.08%

FEFRX Mutual Fund Performance

FEFRX performance across multiple time periods: 1-month 4.79%, YTD 15.29%, 1-year 24.54%, 3-year 19.26%, 5-year 10.56%, 10-year 9.23%.

FEFRX returns outperform the peer average of 11.21% 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.