FEPTX Mutual Fund

FEPTX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-2.86%
3 Months
-3.82%
6 Months
-3.41%
YTD
-3.89%
1 Year
-3.15%
3 Years (annualized)
+3.98%
5 Years (annualized)
-0.12%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEPTX 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
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-3.89%
Peer Avg (YTD)
+0.50%
vs Peers
-4.39%

FEPTX Mutual Fund Performance

FEPTX performance across multiple time periods: 1-month -2.86%, YTD -3.89%, 1-year -3.15%, 3-year 3.98%, 5-year -0.12%, 10-year 1.81%.

FEPTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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