FEPIX Mutual Fund

FEPIX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.37%
3 Months
-0.62%
6 Months
-2.28%
YTD
-0.97%
1 Year
+1.94%
3 Years (annualized)
+4.21%
5 Years (annualized)
+0.11%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPIX 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
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📉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)
-0.97%
Peer Avg (YTD)
+2.15%
vs Peers
-3.12%

FEPIX Mutual Fund Performance

FEPIX performance across multiple time periods: 1-month 0.37%, YTD -0.97%, 1-year 1.94%, 3-year 4.21%, 5-year 0.11%, 10-year 2.08%.

FEPIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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