FEUCX Mutual Fund

NAV$22.19

Returns Overview

1 Month
+2.67%
3 Months
+22.31%
6 Months
+15.11%
YTD
+14.01%
1 Year
+42.09%
3 Years (annualized)
+27.16%
5 Years (annualized)
+16.50%
10 Years (annualized)
+14.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEUCX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+8.97%
vs Peers
+5.04%

FEUCX Mutual Fund Performance

FEUCX performance across multiple time periods: 1-month 2.67%, YTD 14.01%, 1-year 42.09%, 3-year 27.16%, 5-year 16.50%, 10-year 14.52%.

FEUCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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