FFEFX Mutual Fund

NAV$17.79

Returns Overview

1 Month
+3.80%
3 Months
+14.58%
6 Months
+12.75%
YTD
+11.88%
1 Year
+23.01%
3 Years (annualized)
+14.85%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FFEFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+9.49%
vs Peers
+2.39%

FFEFX Mutual Fund Performance

FFEFX performance across multiple time periods: 1-month 3.80%, YTD 11.88%, 1-year 23.01%, 3-year 14.85%, 5-year 8.91%, 10-year 10.12%.

FFEFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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