FESAX Mutual Fund

FESAX Mutual Fund

NAV$14.22
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Returns Overview

1 Month
+1.86%
3 Months
-2.00%
6 Months
+2.23%
YTD
+22.15%
1 Year
+24.65%
3 Years (annualized)
+21.22%
5 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.15%
Peer Avg (YTD)
+12.21%
vs Peers
+9.94%

FESAX Mutual Fund Performance

FESAX performance across multiple time periods: 1-month 1.86%, YTD 22.15%, 1-year 24.65%, 3-year 21.22%, 5-year 8.36%.

FESAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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