FHETX Mutual Fund

NAV$15.02

Returns Overview

1 Month
-11.51%
3 Months
-10.60%
6 Months
-9.95%
YTD
-7.84%
1 Year
-8.80%
3 Years (annualized)
+2.19%
5 Years (annualized)
+1.14%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHETX 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 US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
-7.84%
Peer Avg (YTD)
+6.52%
vs Peers
-14.35%

FHETX Mutual Fund Performance

FHETX performance across multiple time periods: 1-month -11.51%, YTD -7.84%, 1-year -8.80%, 3-year 2.19%, 5-year 1.14%, 10-year 1.98%.

FHETX returns trail the peer average of 6.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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