FHEAX Mutual Fund

FHEAX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
+7.46%
3 Months
+8.62%
6 Months
+9.54%
YTD
+12.22%
1 Year
+11.13%
3 Years (annualized)
+9.27%
5 Years (annualized)
+5.39%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEAX 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
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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
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+6.52%
vs Peers
+5.71%

FHEAX Mutual Fund Performance

FHEAX performance across multiple time periods: 1-month 7.46%, YTD 12.22%, 1-year 11.13%, 3-year 9.27%, 5-year 5.39%, 10-year 4.22%.

FHEAX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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