FAHEX Mutual Fund

FAHEX Mutual Fund

NAV$12.93
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Returns Overview

1 Month
+0.53%
3 Months
-0.91%
6 Months
+3.37%
YTD
+5.70%
1 Year
+8.90%
3 Years (annualized)
+9.74%
5 Years (annualized)
+4.71%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAHEX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+2.15%
vs Peers
+3.55%

FAHEX Mutual Fund Performance

FAHEX performance across multiple time periods: 1-month 0.53%, YTD 5.70%, 1-year 8.90%, 3-year 9.74%, 5-year 4.71%, 10-year 6.10%.

FAHEX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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