FOEXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.24%
3 Months
+0.74%
6 Months
+1.47%
YTD
+1.47%
1 Year
+3.21%
3 Years (annualized)
+3.85%
5 Years (annualized)
+2.81%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOEXX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.47%
Peer Avg (YTD)
+1.70%
vs Peers
-0.23%

FOEXX Mutual Fund Performance

FOEXX performance across multiple time periods: 1-month 0.24%, YTD 1.47%, 1-year 3.21%, 3-year 3.85%, 5-year 2.81%, 10-year 1.71%.

FOEXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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