FEKFX Mutual Fund

FEKFX Mutual Fund

NAV$20.84
See how much of FEKFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.95%
3 Months
+4.63%
6 Months
+9.91%
YTD
+13.09%
1 Year
+23.40%
3 Years (annualized)
+17.99%
5 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEKFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Index
This Mutual Fund (YTD)
+13.09%
Peer Avg (YTD)
+11.41%
vs Peers
+1.67%

FEKFX Mutual Fund Performance

FEKFX performance across multiple time periods: 1-month 2.95%, YTD 13.09%, 1-year 23.40%, 3-year 17.99%, 5-year 12.24%.

FEKFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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