FHIRX Mutual Fund

FHIRX Mutual Fund

NAV$1.75
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Returns Overview

1 Month
+1.04%
3 Months
+0.90%
6 Months
+1.22%
YTD
+2.19%
1 Year
+4.22%
3 Years (annualized)
+8.00%
5 Years (annualized)
+4.17%
10 Years (annualized)
+5.03%

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
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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 US Aggregate Index
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+2.15%
vs Peers
+0.04%

FHIRX Mutual Fund Performance

FHIRX performance across multiple time periods: 1-month 1.04%, YTD 2.19%, 1-year 4.22%, 3-year 8.00%, 5-year 4.17%, 10-year 5.03%.

FHIRX returns outperform the peer average of 2.15% 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.