FTEQX Mutual Fund

NAV$17.29

Returns Overview

1 Month
+3.62%
3 Months
+14.99%
6 Months
+13.55%
YTD
+12.95%
1 Year
+14.18%
3 Years (annualized)
+12.81%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTEQX 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 Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+23.08%
vs Peers
-10.12%

FTEQX Mutual Fund Performance

FTEQX performance across multiple time periods: 1-month 3.62%, YTD 12.95%, 1-year 14.18%, 3-year 12.81%, 5-year 5.06%.

FTEQX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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