FEQDX Mutual Fund

FEQDX Mutual Fund

NAV$15.54
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Returns Overview

1 Month
-1.01%
3 Months
-0.06%
6 Months
+2.61%
YTD
+6.51%
1 Year
+5.37%
3 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+9.28%
vs Peers
-2.77%

FEQDX Mutual Fund Performance

FEQDX performance across multiple time periods: 1-month -1.01%, YTD 6.51%, 1-year 5.37%, 3-year 16.38%.

FEQDX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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