FEORX Mutual Fund

FEORX Mutual Fund

NAV$34.83
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Returns Overview

1 Month
+2.33%
3 Months
-0.60%
6 Months
+2.64%
YTD
+9.86%
1 Year
+15.93%
3 Years (annualized)
+21.30%
5 Years (annualized)
+10.98%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEORX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+8.05%
vs Peers
+1.81%

FEORX Mutual Fund Performance

FEORX performance across multiple time periods: 1-month 2.33%, YTD 9.86%, 1-year 15.93%, 3-year 21.30%, 5-year 10.98%, 10-year 8.39%.

FEORX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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