FHECX Mutual Fund

FHECX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
+8.00%
3 Months
+9.04%
6 Months
+9.69%
YTD
+11.99%
1 Year
+10.90%
3 Years (annualized)
+8.68%
5 Years (annualized)
+4.71%
10 Years (annualized)
+3.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHECX 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)
+11.99%
Peer Avg (YTD)
+6.52%
vs Peers
+5.47%

FHECX Mutual Fund Performance

FHECX performance across multiple time periods: 1-month 8.00%, YTD 11.99%, 1-year 10.90%, 3-year 8.68%, 5-year 4.71%, 10-year 3.48%.

FHECX returns outperform the peer average of 6.52% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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