FEQJX Mutual Fund

FEQJX Mutual Fund

NAV$16.25
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Returns Overview

1 Month
-1.00%
3 Months
+2.65%
6 Months
+7.01%
YTD
+8.02%
1 Year
+13.41%
3 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQJX 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)
+8.02%
Peer Avg (YTD)
+9.41%
vs Peers
-1.39%

FEQJX Mutual Fund Performance

FEQJX performance across multiple time periods: 1-month -1.00%, YTD 8.02%, 1-year 13.41%, 3-year 15.03%.

FEQJX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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