FHLEX Mutual Fund

FHLEX Mutual Fund

NAV$16.71
See how much of FHLEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.52%
3 Months
+3.29%
6 Months
+8.09%
YTD
+10.93%
1 Year
+22.74%
3 Years (annualized)
+16.34%
5 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLEX 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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+10.93%
Peer Avg (YTD)
+6.99%
vs Peers
+3.93%

FHLEX Mutual Fund Performance

FHLEX performance across multiple time periods: 1-month -1.52%, YTD 10.93%, 1-year 22.74%, 3-year 16.34%, 5-year 9.23%.

FHLEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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