FEVAX Mutual Fund

FEVAX Mutual Fund

NAV$25.00
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Returns Overview

1 Month
-5.20%
3 Months
+4.36%
6 Months
+4.31%
YTD
+5.08%
1 Year
+10.46%
3 Years (annualized)
+17.88%
5 Years (annualized)
+11.59%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVAX 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
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📉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)
+5.08%
Peer Avg (YTD)
+10.00%
vs Peers
-4.92%

FEVAX Mutual Fund Performance

FEVAX performance across multiple time periods: 1-month -5.20%, YTD 5.08%, 1-year 10.46%, 3-year 17.88%, 5-year 11.59%, 10-year 10.90%.

FEVAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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