FESOX Mutual Fund

NAV$32.09

Returns Overview

1 Month
-2.40%
3 Months
+2.97%
6 Months
+6.60%
YTD
+5.82%
1 Year
+22.66%
3 Years (annualized)
+16.51%
5 Years (annualized)
+9.65%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+9.13%
vs Peers
-3.31%

FESOX Mutual Fund Performance

FESOX performance across multiple time periods: 1-month -2.40%, YTD 5.82%, 1-year 22.66%, 3-year 16.51%, 5-year 9.65%, 10-year 7.56%.

FESOX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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