FEVRX Mutual Fund

NAV$25.82

Returns Overview

1 Month
-3.41%
3 Months
+0.04%
6 Months
+1.30%
YTD
+0.84%
1 Year
+14.19%
3 Years (annualized)
+14.78%
5 Years (annualized)
+10.29%

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
PROUpgrade to run
📉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

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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%

FEVRX Mutual Fund Performance

FEVRX performance across multiple time periods: 1-month -3.41%, YTD 0.84%, 1-year 14.19%, 3-year 14.78%, 5-year 10.29%.

FEVRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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