FEPAX Mutual Fund

FEPAX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
+0.35%
3 Months
-0.68%
6 Months
-2.37%
YTD
-1.06%
1 Year
+0.76%
3 Years (annualized)
+3.98%
5 Years (annualized)
-0.11%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPAX 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
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+2.15%
vs Peers
-3.22%

FEPAX Mutual Fund Performance

FEPAX performance across multiple time periods: 1-month 0.35%, YTD -1.06%, 1-year 0.76%, 3-year 3.98%, 5-year -0.11%, 10-year 1.83%.

FEPAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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