FEQZX Mutual Fund

FEQZX Mutual Fund

NAV$16.42
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Returns Overview

1 Month
-1.35%
3 Months
+13.48%
6 Months
+8.90%
YTD
+8.76%
1 Year
+17.23%
3 Years (annualized)
+16.35%

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
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)
+8.76%
Peer Avg (YTD)
+9.51%
vs Peers
-0.75%

FEQZX Mutual Fund Performance

FEQZX performance across multiple time periods: 1-month -1.35%, YTD 8.76%, 1-year 17.23%, 3-year 16.35%.

FEQZX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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