FEQJX Mutual Fund

FEQJX Mutual Fund

NAV$15.81
See how much of FEQJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.93%
3 Months
+0.25%
6 Months
+2.91%
YTD
+7.20%
1 Year
+6.16%
3 Years (annualized)
+17.45%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+9.28%
vs Peers
-2.08%

FEQJX Mutual Fund Performance

FEQJX performance across multiple time periods: 1-month -0.93%, YTD 7.20%, 1-year 6.16%, 3-year 17.45%.

FEQJX 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.

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