FAEQX Mutual Fund

FAEQX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-0.55%
3 Months
+2.03%
6 Months
+17.79%
YTD
+12.25%
1 Year
+15.60%
3 Years (annualized)
+10.18%
5 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAEQX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.25%
Peer Avg (YTD)
+8.67%
vs Peers
+3.58%

FAEQX Mutual Fund Performance

FAEQX performance across multiple time periods: 1-month -0.55%, YTD 12.25%, 1-year 15.60%, 3-year 10.18%, 5-year 5.27%.

FAEQX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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