FEVAX Mutual Fund

NAV$25.05

Returns Overview

1 Month
-3.47%
3 Months
-0.04%
6 Months
+1.12%
YTD
+0.69%
1 Year
+13.84%
3 Years (annualized)
+14.43%
5 Years (annualized)
+9.94%
10 Years (annualized)
+9.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+9.49%
vs Peers
-8.80%

FEVAX Mutual Fund Performance

FEVAX performance across multiple time periods: 1-month -3.47%, YTD 0.69%, 1-year 13.84%, 3-year 14.43%, 5-year 9.94%, 10-year 9.37%.

FEVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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