FESOX Mutual Fund

FESOX Mutual Fund

NAV$32.43
See how much of FESOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.77%
3 Months
+2.96%
6 Months
+3.94%
YTD
+9.81%
1 Year
+28.00%
3 Years (annualized)
+17.31%
5 Years (annualized)
+10.48%
10 Years (annualized)
+7.61%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+9.42%
vs Peers
+0.38%

FESOX Mutual Fund Performance

FESOX performance across multiple time periods: 1-month 3.77%, YTD 9.81%, 1-year 28.00%, 3-year 17.31%, 5-year 10.48%, 10-year 7.61%.

FESOX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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