FEVIX Mutual Fund

FEVIX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
+3.98%
3 Months
+0.72%
6 Months
-0.36%
YTD
+4.85%
1 Year
+18.92%
3 Years (annualized)
+15.10%
5 Years (annualized)
+10.85%
10 Years (annualized)
+10.61%

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)
+4.85%
Peer Avg (YTD)
+11.41%
vs Peers
-6.56%

FEVIX Mutual Fund Performance

FEVIX performance across multiple time periods: 1-month 3.98%, YTD 4.85%, 1-year 18.92%, 3-year 15.10%, 5-year 10.85%, 10-year 10.61%.

FEVIX returns trail the peer average of 11.41% 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.