FEHIX Mutual Fund

NAV$7.99

Returns Overview

1 Month
+2.01%
3 Months
+4.37%
6 Months
+4.42%
YTD
+4.42%
1 Year
+5.21%
3 Years (annualized)
+6.69%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEHIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays US Corporate High Yield Bond Index(^BBUCORPHYB)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+3.23%
vs Peers
+1.19%

FEHIX Mutual Fund Performance

FEHIX performance across multiple time periods: 1-month 2.01%, YTD 4.42%, 1-year 5.21%, 3-year 6.69%, 5-year 3.31%, 10-year 4.67%.

FEHIX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

FEHIX performance comparison shows side-by-side returns with another fund. FEHIX alternatives are available in the Mutual Fund Screener.