FESRX Mutual Fund

FESRX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-3.76%
3 Months
-9.11%
6 Months
+14.20%
YTD
+20.26%
1 Year
+23.27%
3 Years (annualized)
+16.65%
5 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FESRX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.26%
Peer Avg (YTD)
+10.34%
vs Peers
+9.91%

FESRX Mutual Fund Performance

FESRX performance across multiple time periods: 1-month -3.76%, YTD 20.26%, 1-year 23.27%, 3-year 16.65%, 5-year 9.07%.

FESRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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