FEPUX Mutual Fund

FEPUX Mutual Fund

NAV$64.62
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Returns Overview

1 Month
-1.01%
3 Months
+4.58%
6 Months
+4.37%
YTD
+10.12%
1 Year
+24.14%
3 Years (annualized)
+14.45%
5 Years (annualized)
+4.84%
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)
+10.12%
Peer Avg (YTD)
+6.23%
vs Peers
+3.89%

FEPUX Mutual Fund Performance

FEPUX performance across multiple time periods: 1-month -1.01%, YTD 10.12%, 1-year 24.14%, 3-year 14.45%, 5-year 4.84%, 10-year 9.01%.

FEPUX returns outperform the peer average of 6.23% 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.