FEIQX Mutual Fund

FEIQX Mutual Fund

NAV$36.85
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Returns Overview

1 Month
+3.85%
3 Months
+5.31%
6 Months
+9.46%
YTD
+13.66%
1 Year
+21.88%
3 Years (annualized)
+17.10%
5 Years (annualized)
+11.74%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEIQX 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)
+13.66%
Peer Avg (YTD)
+11.41%
vs Peers
+2.25%

FEIQX Mutual Fund Performance

FEIQX performance across multiple time periods: 1-month 3.85%, YTD 13.66%, 1-year 21.88%, 3-year 17.10%, 5-year 11.74%, 10-year 12.12%.

FEIQX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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