FESAX Mutual Fund

NAV$15.03

Returns Overview

1 Month
+8.08%
3 Months
+25.53%
6 Months
+33.02%
YTD
+32.10%
1 Year
+52.88%
3 Years (annualized)
+18.00%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+32.10%
Peer Avg (YTD)
+18.52%
vs Peers
+13.58%

FESAX Mutual Fund Performance

FESAX performance across multiple time periods: 1-month 8.08%, YTD 32.10%, 1-year 52.88%, 3-year 18.00%.

FESAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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