FEPUX Mutual Fund

FEPUX Mutual Fund

NAV$63.27
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Returns Overview

1 Month
+3.45%
3 Months
+2.24%
6 Months
+5.80%
YTD
+13.92%
1 Year
+23.68%
3 Years (annualized)
+15.86%
5 Years (annualized)
+4.86%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPUX 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
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+13.92%
Peer Avg (YTD)
+8.51%
vs Peers
+5.41%

FEPUX Mutual Fund Performance

FEPUX performance across multiple time periods: 1-month 3.45%, YTD 13.92%, 1-year 23.68%, 3-year 15.86%, 5-year 4.86%, 10-year 9.01%.

FEPUX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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