FHIGX Mutual Fund

FHIGX Mutual Fund

NAV$11.50
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Returns Overview

1 Month
-0.13%
3 Months
-1.22%
6 Months
-2.43%
YTD
-0.69%
1 Year
+3.54%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHIGX 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
Bloomberg 3-year Municipal Bond Index
This Mutual Fund (YTD)
-0.69%
Peer Avg (YTD)
+0.15%
vs Peers
-0.84%

FHIGX Mutual Fund Performance

FHIGX performance across multiple time periods: 1-month -0.13%, YTD -0.69%, 1-year 3.54%, 3-year 3.35%, 5-year 0.25%, 10-year 1.97%.

FHIGX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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