FHCEX Mutual Fund

FHCEX Mutual Fund

NAV$12.20
See how much of FHCEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.30%
3 Months
+0.57%
6 Months
+3.12%
YTD
+6.89%
1 Year
+11.86%
3 Years (annualized)
+11.43%
5 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHCEX 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
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+8.76%
vs Peers
-1.87%

FHCEX Mutual Fund Performance

FHCEX performance across multiple time periods: 1-month 1.30%, YTD 6.89%, 1-year 11.86%, 3-year 11.43%, 5-year 4.47%.

FHCEX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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