FEVCX Mutual Fund

FEVCX Mutual Fund

NAV$23.15
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Returns Overview

1 Month
-5.24%
3 Months
+4.14%
6 Months
+3.90%
YTD
+4.48%
1 Year
+9.65%
3 Years (annualized)
+16.99%
5 Years (annualized)
+14.19%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVCX 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)
+4.48%
Peer Avg (YTD)
+10.00%
vs Peers
-5.52%

FEVCX Mutual Fund Performance

FEVCX performance across multiple time periods: 1-month -5.24%, YTD 4.48%, 1-year 9.65%, 3-year 16.99%, 5-year 14.19%, 10-year 11.75%.

FEVCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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