FEVCX Mutual Fund

NAV$23.23

Returns Overview

1 Month
-3.51%
3 Months
-0.23%
6 Months
+0.74%
YTD
+0.32%
1 Year
+13.00%
3 Years (annualized)
+13.58%
5 Years (annualized)
+12.50%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+9.49%
vs Peers
-9.17%

FEVCX Mutual Fund Performance

FEVCX performance across multiple time periods: 1-month -3.51%, YTD 0.32%, 1-year 13.00%, 3-year 13.58%, 5-year 12.50%, 10-year 11.07%.

FEVCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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