FHESX Mutual Fund

FHESX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
-1.50%
3 Months
+4.71%
6 Months
+6.78%
YTD
+10.53%
1 Year
+12.75%
3 Years (annualized)
+5.84%
5 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHESX 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
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📉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)
+10.53%
Peer Avg (YTD)
+8.67%
vs Peers
+1.87%

FHESX Mutual Fund Performance

FHESX performance across multiple time periods: 1-month -1.50%, YTD 10.53%, 1-year 12.75%, 3-year 5.84%, 5-year 2.93%.

FHESX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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