FEVRX Mutual Fund

FEVRX Mutual Fund

NAV$25.79
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Returns Overview

1 Month
-5.16%
3 Months
+4.44%
6 Months
+4.48%
YTD
+5.31%
1 Year
+10.83%
3 Years (annualized)
+18.25%
5 Years (annualized)
+11.94%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEVRX 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)
+5.31%
Peer Avg (YTD)
+10.00%
vs Peers
-4.68%

FEVRX Mutual Fund Performance

FEVRX performance across multiple time periods: 1-month -5.16%, YTD 5.31%, 1-year 10.83%, 3-year 18.25%, 5-year 11.94%, 10-year 10.65%.

FEVRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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