FHLEX Mutual Fund

FHLEX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+2.40%
3 Months
+1.96%
6 Months
+8.28%
YTD
+14.59%
1 Year
+22.64%
3 Years (annualized)
+18.51%
5 Years (annualized)
+9.28%

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
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📉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)
+14.59%
Peer Avg (YTD)
+8.76%
vs Peers
+5.83%

FHLEX Mutual Fund Performance

FHLEX performance across multiple time periods: 1-month 2.40%, YTD 14.59%, 1-year 22.64%, 3-year 18.51%, 5-year 9.28%.

FHLEX returns outperform the peer average of 8.76% 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.