FESXX Mutual Fund

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Returns Overview

1 Month
+0.16%
3 Months
+0.35%
6 Months
+0.76%
YTD
+0.76%
1 Year
+1.85%
3 Years (annualized)
+2.45%
5 Years (annualized)
+1.82%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESXX 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

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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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+1.70%
vs Peers
-0.94%

FESXX Mutual Fund Performance

FESXX performance across multiple time periods: 1-month 0.16%, YTD 0.76%, 1-year 1.85%, 3-year 2.45%, 5-year 1.82%, 10-year 1.11%.

FESXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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