FHEEX Mutual Fund

FHEEX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
+0.35%
3 Months
-0.51%
6 Months
+0.44%
YTD
+4.22%
1 Year
+5.40%
3 Years (annualized)
+11.36%
5 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEEX 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
Fidelity Freedom 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+6.70%
vs Peers
-2.48%

FHEEX Mutual Fund Performance

FHEEX performance across multiple time periods: 1-month 0.35%, YTD 4.22%, 1-year 5.40%, 3-year 11.36%, 5-year 3.45%.

FHEEX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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