FEHRX Mutual Fund

FEHRX Mutual Fund

NAV$7.90
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Returns Overview

1 Month
-2.06%
3 Months
+0.94%
6 Months
+1.52%
YTD
+2.31%
1 Year
+7.13%
3 Years (annualized)
+5.69%
5 Years (annualized)
+2.88%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.31%
Peer Avg (YTD)
+0.12%
vs Peers
+2.19%

FEHRX Mutual Fund Performance

FEHRX performance across multiple time periods: 1-month -2.06%, YTD 2.31%, 1-year 7.13%, 3-year 5.69%, 5-year 2.88%, 10-year 4.31%.

FEHRX returns outperform the peer average of 0.12% 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.