FESCX Mutual Fund

FESCX Mutual Fund

NAV$14.18
See how much of FESCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.77%
3 Months
-9.12%
6 Months
+14.13%
YTD
+20.19%
1 Year
+23.11%
3 Years (annualized)
+16.60%
5 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.19%
Peer Avg (YTD)
+10.34%
vs Peers
+9.85%

FESCX Mutual Fund Performance

FESCX performance across multiple time periods: 1-month -3.77%, YTD 20.19%, 1-year 23.11%, 3-year 16.60%, 5-year 9.04%.

FESCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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