FEVIX Mutual Fund

FEVIX Mutual Fund

NAV$25.78
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Returns Overview

1 Month
-5.20%
3 Months
+4.40%
6 Months
+4.44%
YTD
+5.27%
1 Year
+10.71%
3 Years (annualized)
+18.18%
5 Years (annualized)
+11.88%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVIX 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)
+5.27%
Peer Avg (YTD)
+10.00%
vs Peers
-4.73%

FEVIX Mutual Fund Performance

FEVIX performance across multiple time periods: 1-month -5.20%, YTD 5.27%, 1-year 10.71%, 3-year 18.18%, 5-year 11.88%, 10-year 11.20%.

FEVIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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