FEYIX Mutual Fund

NAV$34.89

Returns Overview

1 Month
+0.91%
3 Months
+15.21%
6 Months
+14.10%
YTD
+13.20%
1 Year
+26.01%
3 Years (annualized)
+18.19%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEYIX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+6.73%
vs Peers
+6.47%

FEYIX Mutual Fund Performance

FEYIX performance across multiple time periods: 1-month 0.91%, YTD 13.20%, 1-year 26.01%, 3-year 18.19%, 5-year 9.53%, 10-year 11.99%.

FEYIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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