FHEQX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
+3.59%
3 Months
+12.60%
6 Months
+12.02%
YTD
+11.37%
1 Year
+12.11%
3 Years (annualized)
+6.93%
5 Years (annualized)
+3.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEQX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI SMID Index(MXWDSM)
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+9.16%
vs Peers
+2.21%

FHEQX Mutual Fund Performance

FHEQX performance across multiple time periods: 1-month 3.59%, YTD 11.37%, 1-year 12.11%, 3-year 6.93%, 5-year 3.11%.

FHEQX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

FHEQX performance comparison shows side-by-side returns with another fund. FHEQX alternatives are available in the Mutual Fund Screener.