FEQZX Mutual Fund

FEQZX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
-0.93%
3 Months
+3.44%
6 Months
+6.81%
YTD
+7.74%
1 Year
+14.33%
3 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQZX 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
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📉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)
+7.74%
Peer Avg (YTD)
+9.41%
vs Peers
-1.67%

FEQZX Mutual Fund Performance

FEQZX performance across multiple time periods: 1-month -0.93%, YTD 7.74%, 1-year 14.33%, 3-year 14.77%.

FEQZX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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