FMEUX Mutual Fund

NAV$36.09

Returns Overview

1 Month
-1.53%
3 Months
+3.12%
6 Months
+2.02%
YTD
+0.75%
1 Year
+14.68%
3 Years (annualized)
+16.12%
5 Years (annualized)
+12.21%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMEUX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+6.25%
vs Peers
-5.50%

FMEUX Mutual Fund Performance

FMEUX performance across multiple time periods: 1-month -1.53%, YTD 0.75%, 1-year 14.68%, 3-year 16.12%, 5-year 12.21%, 10-year 9.88%.

FMEUX returns trail the peer average of 6.25% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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