FEIKX Mutual Fund

NAV$95.17

Returns Overview

1 Month
+1.80%
3 Months
+6.99%
6 Months
+10.76%
YTD
+9.87%
1 Year
+21.71%
3 Years (annualized)
+16.63%
5 Years (annualized)
+10.88%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEIKX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+9.49%
vs Peers
+0.38%

FEIKX Mutual Fund Performance

FEIKX performance across multiple time periods: 1-month 1.80%, YTD 9.87%, 1-year 21.71%, 3-year 16.63%, 5-year 10.88%, 10-year 12.13%.

FEIKX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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