FHCBX Mutual Fund

FHCBX Mutual Fund

NAV$9.99
See how much of FHCBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
+0.87%
6 Months
+1.34%
YTD
+2.35%
1 Year
+3.93%
3 Years (annualized)
+4.99%
5 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHCBX 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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+2.15%
vs Peers
+0.20%

FHCBX Mutual Fund Performance

FHCBX performance across multiple time periods: 1-month 0.32%, YTD 2.35%, 1-year 3.93%, 3-year 4.99%, 5-year 3.74%.

FHCBX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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