FEQHX Mutual Fund

FEQHX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-0.36%
3 Months
+1.28%
6 Months
+4.37%
YTD
+9.00%
1 Year
+8.02%
3 Years (annualized)
+18.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQHX 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
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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)
+9.00%
Peer Avg (YTD)
+9.28%
vs Peers
-0.28%

FEQHX Mutual Fund Performance

FEQHX performance across multiple time periods: 1-month -0.36%, YTD 9.00%, 1-year 8.02%, 3-year 18.09%.

FEQHX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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