FEHRX Mutual Fund

FEHRX Mutual Fund

NAV$7.29
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Returns Overview

1 Month
-0.35%
3 Months
-0.44%
6 Months
+0.15%
YTD
+1.95%
1 Year
+5.79%
3 Years (annualized)
+5.46%
5 Years (annualized)
+2.74%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEHRX 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
Bloomberg Barclays US Corporate High Yield Bond Index(^BBUCORPHYB)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+2.15%
vs Peers
-0.21%

FEHRX Mutual Fund Performance

FEHRX performance across multiple time periods: 1-month -0.35%, YTD 1.95%, 1-year 5.79%, 3-year 5.46%, 5-year 2.74%, 10-year 4.31%.

FEHRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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