FEIQX Mutual Fund

FEIQX Mutual Fund

NAV$37.15
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Returns Overview

1 Month
-3.75%
3 Months
+1.03%
6 Months
+9.23%
YTD
+9.23%
1 Year
+13.66%
3 Years (annualized)
+17.44%
5 Years (annualized)
+11.16%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEIQX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+10.00%
vs Peers
-0.77%

FEIQX Mutual Fund Performance

FEIQX performance across multiple time periods: 1-month -3.75%, YTD 9.23%, 1-year 13.66%, 3-year 17.44%, 5-year 11.16%, 10-year 12.04%.

FEIQX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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