FEKFX Mutual Fund

FEKFX Mutual Fund

NAV$20.37
See how much of FEKFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.15%
3 Months
+0.34%
6 Months
+7.40%
YTD
+10.22%
1 Year
+16.76%
3 Years (annualized)
+19.08%
5 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEKFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value Index
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+10.00%
vs Peers
+0.22%

FEKFX Mutual Fund Performance

FEKFX performance across multiple time periods: 1-month -3.15%, YTD 10.22%, 1-year 16.76%, 3-year 19.08%, 5-year 11.83%.

FEKFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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