FEIRX Mutual Fund

FEIRX Mutual Fund

NAV$33.20
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Returns Overview

1 Month
+2.60%
3 Months
-1.87%
6 Months
-4.45%
YTD
+2.21%
1 Year
+7.15%
3 Years (annualized)
+7.00%
5 Years (annualized)
+12.79%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEIRX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+1.66%
vs Peers
+0.55%

FEIRX Mutual Fund Performance

FEIRX performance across multiple time periods: 1-month 2.60%, YTD 2.21%, 1-year 7.15%, 3-year 7.00%, 5-year 12.79%, 10-year 6.95%.

FEIRX returns outperform the peer average of 1.66% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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