FHEQX Mutual Fund

FHEQX Mutual Fund

NAV$15.45
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Returns Overview

1 Month
-1.44%
3 Months
+4.66%
6 Months
+6.66%
YTD
+9.77%
1 Year
+12.54%
3 Years (annualized)
+6.58%
5 Years (annualized)
+3.26%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI SMID Index(MXWDSM)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+8.67%
vs Peers
+1.10%

FHEQX Mutual Fund Performance

FHEQX performance across multiple time periods: 1-month -1.44%, YTD 9.77%, 1-year 12.54%, 3-year 6.58%, 5-year 3.26%.

FHEQX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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