FHAIX Mutual Fund

NAV$1.76

Returns Overview

1 Month
-0.06%
3 Months
+2.14%
6 Months
+1.41%
YTD
+1.41%
1 Year
+5.24%
3 Years (annualized)
+8.63%
5 Years (annualized)
+4.49%
10 Years (annualized)
+5.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAIX 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 US Aggregate Index
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+3.23%
vs Peers
-1.82%

FHAIX Mutual Fund Performance

FHAIX performance across multiple time periods: 1-month -0.06%, YTD 1.41%, 1-year 5.24%, 3-year 8.63%, 5-year 4.49%, 10-year 5.94%.

FHAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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