FHLKX Mutual Fund

FHLKX Mutual Fund

NAV$11.48
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Returns Overview

1 Month
+1.30%
3 Months
+0.67%
6 Months
+3.69%
YTD
+7.12%
1 Year
+11.71%
3 Years (annualized)
+10.52%
5 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLKX 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 Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.12%
Peer Avg (YTD)
+6.28%
vs Peers
+0.84%

FHLKX Mutual Fund Performance

FHLKX performance across multiple time periods: 1-month 1.30%, YTD 7.12%, 1-year 11.71%, 3-year 10.52%, 5-year 3.93%.

FHLKX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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