FEQNX Mutual Fund

FEQNX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-0.80%
6 Months
+13.11%
YTD
+8.17%
1 Year
+9.13%
3 Years (annualized)
+15.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQNX 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)
+8.17%
Peer Avg (YTD)
+9.98%
vs Peers
-1.81%

FEQNX Mutual Fund Performance

FEQNX performance across multiple time periods: 1-month -0.80%, YTD 8.17%, 1-year 9.13%, 3-year 15.71%.

FEQNX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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