FHEQX Mutual Fund

FHEQX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
+2.59%
3 Months
+4.75%
6 Months
+3.90%
YTD
+12.61%
1 Year
+10.44%
3 Years (annualized)
+8.32%
5 Years (annualized)
+3.13%

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)
+12.61%
Peer Avg (YTD)
+9.98%
vs Peers
+2.63%

FHEQX Mutual Fund Performance

FHEQX performance across multiple time periods: 1-month 2.59%, YTD 12.61%, 1-year 10.44%, 3-year 8.32%, 5-year 3.13%.

FHEQX returns outperform the peer average of 9.98% 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.