FEIFX Mutual Fund

NAV$38.18

Returns Overview

1 Month
+0.66%
3 Months
+8.11%
6 Months
+9.39%
YTD
+8.09%
1 Year
+20.74%
3 Years (annualized)
+16.07%
5 Years (annualized)
+11.01%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEIFX 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)
+8.09%
Peer Avg (YTD)
+9.49%
vs Peers
-1.40%

FEIFX Mutual Fund Performance

FEIFX performance across multiple time periods: 1-month 0.66%, YTD 8.09%, 1-year 20.74%, 3-year 16.07%, 5-year 11.01%, 10-year 11.77%.

FEIFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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