FEQIX Mutual Fund

NAV$95.26

Returns Overview

1 Month
+1.79%
3 Months
+6.97%
6 Months
+10.39%
YTD
+9.51%
1 Year
+21.26%
3 Years (annualized)
+16.42%
5 Years (annualized)
+10.73%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQIX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+9.49%
vs Peers
+0.02%

FEQIX Mutual Fund Performance

FEQIX performance across multiple time periods: 1-month 1.79%, YTD 9.51%, 1-year 21.26%, 3-year 16.42%, 5-year 10.73%, 10-year 12.49%.

FEQIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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