FESCX Mutual Fund

FESCX Mutual Fund

NAV$14.88
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Returns Overview

1 Month
-5.63%
3 Months
+4.36%
6 Months
+17.00%
YTD
+24.81%
1 Year
+42.28%
3 Years (annualized)
+14.43%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESCX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.81%
Peer Avg (YTD)
+15.31%
vs Peers
+9.50%

FESCX Mutual Fund Performance

FESCX performance across multiple time periods: 1-month -5.63%, YTD 24.81%, 1-year 42.28%, 3-year 14.43%, 5-year 8.95%.

FESCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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