FHERX Mutual Fund

NAV$15.60

Returns Overview

1 Month
+3.57%
3 Months
+12.69%
6 Months
+12.20%
YTD
+11.47%
1 Year
+13.37%
3 Years (annualized)
+7.56%
5 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHERX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.47%
Peer Avg (YTD)
+9.16%
vs Peers
+2.30%

FHERX Mutual Fund Performance

FHERX performance across multiple time periods: 1-month 3.57%, YTD 11.47%, 1-year 13.37%, 3-year 7.56%, 5-year 3.59%.

FHERX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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