FIEZX Mutual Fund

FIEZX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-1.53%
3 Months
+2.32%
6 Months
+5.54%
YTD
+12.25%
1 Year
+25.33%
3 Years (annualized)
+17.66%
5 Years (annualized)
+9.47%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIEZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+9.42%
vs Peers
+2.83%

FIEZX Mutual Fund Performance

FIEZX performance across multiple time periods: 1-month -1.53%, YTD 12.25%, 1-year 25.33%, 3-year 17.66%, 5-year 9.47%, 10-year 10.74%.

FIEZX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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