FEQIX Mutual Fund

FEQIX Mutual Fund

NAV$93.48
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Returns Overview

1 Month
-3.16%
3 Months
+0.25%
6 Months
+7.24%
YTD
+9.78%
1 Year
+15.07%
3 Years (annualized)
+17.42%
5 Years (annualized)
+10.79%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQIX 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 Value(^RAV)
This Mutual Fund (YTD)
+9.78%
Peer Avg (YTD)
+10.00%
vs Peers
-0.22%

FEQIX Mutual Fund Performance

FEQIX performance across multiple time periods: 1-month -3.16%, YTD 9.78%, 1-year 15.07%, 3-year 17.42%, 5-year 10.79%, 10-year 12.32%.

FEQIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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