FHCBX Mutual Fund

FHCBX Mutual Fund

NAV$9.98
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Returns Overview

3 Months
+0.54%
6 Months
+1.08%
YTD
+1.56%
1 Year
+1.92%
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
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📉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
ICE Bank of America Merrill Lynch 3 Month US Treasury Bill Index(^IBML3MTB)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+1.93%
vs Peers
-0.37%

FHCBX Mutual Fund Performance

FHCBX performance across multiple time periods: YTD 1.56%, 1-year 1.92%, 3-year 4.99%, 5-year 3.74%.

FHCBX returns trail the peer average of 1.93% 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.