FHIRX Mutual Fund

FHIRX Mutual Fund

NAV$1.81
See how much of FHIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.61%
3 Months
-0.22%
6 Months
+0.67%
YTD
+1.14%
1 Year
+4.21%
3 Years (annualized)
+7.58%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+0.12%
vs Peers
+1.02%

FHIRX Mutual Fund Performance

FHIRX performance across multiple time periods: 1-month -0.61%, YTD 1.14%, 1-year 4.21%, 3-year 7.58%, 5-year 4.02%, 10-year 5.25%.

FHIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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