FEQTX Mutual Fund

FEQTX Mutual Fund

NAV$33.07
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Returns Overview

1 Month
-5.28%
3 Months
-0.17%
6 Months
+7.80%
YTD
+9.64%
1 Year
+15.84%
3 Years (annualized)
+16.22%
5 Years (annualized)
+11.15%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEQTX 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 Index
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+10.00%
vs Peers
-0.35%

FEQTX Mutual Fund Performance

FEQTX performance across multiple time periods: 1-month -5.28%, YTD 9.64%, 1-year 15.84%, 3-year 16.22%, 5-year 11.15%, 10-year 10.97%.

FEQTX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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