FEVIX Mutual Fund

FEVIX Mutual Fund

NAV$26.10
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Returns Overview

1 Month
+2.46%
3 Months
+2.87%
6 Months
+3.62%
YTD
+7.86%
1 Year
+13.49%
3 Years (annualized)
+19.19%
5 Years (annualized)
+10.96%
10 Years (annualized)
+11.06%

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
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📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+12.44%
vs Peers
-4.57%

FEVIX Mutual Fund Performance

FEVIX performance across multiple time periods: 1-month 2.46%, YTD 7.86%, 1-year 13.49%, 3-year 19.19%, 5-year 10.96%, 10-year 11.06%.

FEVIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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