FEVIX Mutual Fund

NAV$26.02

Returns Overview

1 Month
-3.44%
3 Months
+0.04%
6 Months
+1.26%
YTD
+0.84%
1 Year
+14.12%
3 Years (annualized)
+14.71%
5 Years (annualized)
+10.23%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVIX 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)
+0.84%
Peer Avg (YTD)
+9.49%
vs Peers
-8.65%

FEVIX Mutual Fund Performance

FEVIX performance across multiple time periods: 1-month -3.44%, YTD 0.84%, 1-year 14.12%, 3-year 14.71%, 5-year 10.23%, 10-year 10.52%.

FEVIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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