FEORX Mutual Fund

FEORX Mutual Fund

NAV$34.43
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Returns Overview

1 Month
-4.35%
3 Months
+0.89%
6 Months
+4.15%
YTD
+7.36%
1 Year
+14.49%
3 Years (annualized)
+20.28%
5 Years (annualized)
+11.28%
10 Years (annualized)
+8.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEORX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+9.29%
vs Peers
-1.94%

FEORX Mutual Fund Performance

FEORX performance across multiple time periods: 1-month -4.35%, YTD 7.36%, 1-year 14.49%, 3-year 20.28%, 5-year 11.28%, 10-year 8.39%.

FEORX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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