FNEEX Mutual Fund

FNEEX Mutual Fund

NAV$83.31
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Returns Overview

1 Month
-4.87%
3 Months
-2.63%
6 Months
+3.00%
YTD
+11.27%
1 Year
+14.98%
3 Years (annualized)
+26.78%
5 Years (annualized)
+11.03%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNEEX 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 Index(MSEUACWF)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+5.23%
vs Peers
+6.03%

FNEEX Mutual Fund Performance

FNEEX performance across multiple time periods: 1-month -4.87%, YTD 11.27%, 1-year 14.98%, 3-year 26.78%, 5-year 11.03%, 10-year 15.54%.

FNEEX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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