FEPIX Mutual Fund

FEPIX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-1.21%
3 Months
-1.08%
6 Months
-1.22%
YTD
-1.33%
1 Year
+2.82%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.03%
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
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)
-1.33%
Peer Avg (YTD)
+0.12%
vs Peers
-1.45%

FEPIX Mutual Fund Performance

FEPIX performance across multiple time periods: 1-month -1.21%, YTD -1.33%, 1-year 2.82%, 3-year 3.87%, 5-year 0.03%, 10-year 2.08%.

FEPIX returns trail the peer average of 0.12% 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.