FHEIX Mutual Fund

FHEIX Mutual Fund

NAV$15.48
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Returns Overview

1 Month
-11.27%
3 Months
-10.28%
6 Months
-9.49%
YTD
-7.17%
1 Year
-8.06%
3 Years (annualized)
+2.81%
5 Years (annualized)
+1.67%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEIX 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)
-7.17%
Peer Avg (YTD)
+6.52%
vs Peers
-13.69%

FHEIX Mutual Fund Performance

FHEIX performance across multiple time periods: 1-month -11.27%, YTD -7.17%, 1-year -8.06%, 3-year 2.81%, 5-year 1.67%, 10-year 2.51%.

FHEIX returns trail the peer average of 6.52% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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