FEORX Mutual Fund

NAV$35.64

Returns Overview

1 Month
-2.30%
3 Months
+3.23%
6 Months
+7.19%
YTD
+6.40%
1 Year
+24.00%
3 Years (annualized)
+17.77%
5 Years (annualized)
+10.08%

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
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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+9.13%
vs Peers
-2.73%

FEORX Mutual Fund Performance

FEORX performance across multiple time periods: 1-month -2.30%, YTD 6.40%, 1-year 24.00%, 3-year 17.77%, 5-year 10.08%.

FEORX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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