FHKEX Mutual Fund

FHKEX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-2.13%
3 Months
-1.49%
6 Months
+2.08%
YTD
+10.95%
1 Year
+12.75%
3 Years (annualized)
+21.02%
5 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHKEX 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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+6.71%
vs Peers
+4.24%

FHKEX Mutual Fund Performance

FHKEX performance across multiple time periods: 1-month -2.13%, YTD 10.95%, 1-year 12.75%, 3-year 21.02%, 5-year 8.60%.

FHKEX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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