FEXRX Mutual Fund

NAV$15.53

Returns Overview

1 Month
+8.05%
3 Months
+25.92%
6 Months
+32.77%
YTD
+30.44%
1 Year
+45.90%
3 Years (annualized)
+19.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEXRX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+30.44%
Peer Avg (YTD)
+10.82%
vs Peers
+19.62%

FEXRX Mutual Fund Performance

FEXRX performance across multiple time periods: 1-month 8.05%, YTD 30.44%, 1-year 45.90%, 3-year 19.57%.

FEXRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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