FEOPX Mutual Fund

NAV$17.65

Returns Overview

1 Month
+0.17%
3 Months
+10.61%
6 Months
+4.66%
YTD
+8.55%
1 Year
+11.82%
3 Years (annualized)
+12.98%
5 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEOPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+9.70%
vs Peers
-1.15%

FEOPX Mutual Fund Performance

FEOPX performance across multiple time periods: 1-month 0.17%, YTD 8.55%, 1-year 11.82%, 3-year 12.98%, 5-year 9.45%.

FEOPX returns trail the peer average of 9.70% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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