FHGEX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+1.01%
3 Months
+1.03%
6 Months
+2.28%
YTD
+2.81%
1 Year
+6.31%
3 Years (annualized)
-0.55%
5 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHGEX 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
Fidelity Freedom 2005 Composite Index(^FIDF05)
This Mutual Fund (YTD)
+2.81%
Peer Avg (YTD)
+7.21%
vs Peers
-4.41%

FHGEX Mutual Fund Performance

FHGEX performance across multiple time periods: 1-month 1.01%, YTD 2.81%, 1-year 6.31%, 3-year -0.55%, 5-year 2.80%.

FHGEX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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