FEVRX Mutual Fund

FEVRX Mutual Fund

NAV$26.65
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Returns Overview

1 Month
+4.02%
3 Months
+0.76%
6 Months
-0.28%
YTD
+4.89%
1 Year
+19.04%
3 Years (annualized)
+15.17%
5 Years (annualized)
+10.91%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVRX 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)
+4.89%
Peer Avg (YTD)
+11.41%
vs Peers
-6.52%

FEVRX Mutual Fund Performance

FEVRX performance across multiple time periods: 1-month 4.02%, YTD 4.89%, 1-year 19.04%, 3-year 15.17%, 5-year 10.91%, 10-year 10.65%.

FEVRX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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