FEQTX Mutual Fund

FEQTX Mutual Fund

NAV$33.84
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Returns Overview

1 Month
+3.40%
3 Months
+5.79%
6 Months
+10.03%
YTD
+13.57%
1 Year
+24.73%
3 Years (annualized)
+14.79%
5 Years (annualized)
+11.02%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQTX 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
Russell 3000 Value Index
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+11.41%
vs Peers
+2.15%

FEQTX Mutual Fund Performance

FEQTX performance across multiple time periods: 1-month 3.40%, YTD 13.57%, 1-year 24.73%, 3-year 14.79%, 5-year 11.02%, 10-year 10.86%.

FEQTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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