FHERX Mutual Fund

FHERX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
-1.43%
3 Months
+4.78%
6 Months
+6.85%
YTD
+9.87%
1 Year
+12.81%
3 Years (annualized)
+5.90%
5 Years (annualized)
+2.99%

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
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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)
+9.87%
Peer Avg (YTD)
+8.67%
vs Peers
+1.20%

FHERX Mutual Fund Performance

FHERX performance across multiple time periods: 1-month -1.43%, YTD 9.87%, 1-year 12.81%, 3-year 5.90%, 5-year 2.99%.

FHERX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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