FEQAX Mutual Fund

NAV$16.38

Returns Overview

1 Month
-1.29%
3 Months
+12.65%
6 Months
+8.02%
YTD
+7.87%
1 Year
+16.07%
3 Years (annualized)
+15.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+9.51%
vs Peers
-1.63%

FEQAX Mutual Fund Performance

FEQAX performance across multiple time periods: 1-month -1.29%, YTD 7.87%, 1-year 16.07%, 3-year 15.76%.

FEQAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

FEQAX performance comparison shows side-by-side returns with another fund. FEQAX alternatives are available in the Mutual Fund Screener.