FEPIX Mutual Fund

FEPIX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+1.87%
3 Months
-0.66%
6 Months
-1.73%
YTD
-1.97%
1 Year
-1.81%
3 Years (annualized)
+4.58%
5 Years (annualized)
-0.66%
10 Years (annualized)
+1.60%

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)
-1.97%
Peer Avg (YTD)
+1.93%
vs Peers
-3.90%

FEPIX Mutual Fund Performance

FEPIX performance across multiple time periods: 1-month 1.87%, YTD -1.97%, 1-year -1.81%, 3-year 4.58%, 5-year -0.66%, 10-year 1.60%.

FEPIX returns trail the peer average of 1.93% 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.