FHMAX Mutual Fund

NAV$10.00

Returns Overview

1 Month
+0.21%
3 Months
+0.45%
6 Months
+0.66%
YTD
+0.66%
1 Year
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg BVAL Municipal AAA Yield Curve (callable) 3 month Index(^BBVAL3MYLD)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+1.79%
vs Peers
-1.13%

FHMAX Mutual Fund Performance

FHMAX performance across multiple time periods: 1-month 0.21%, YTD 0.66%, 1-year 1.59%.

FHMAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

FHMAX performance comparison shows side-by-side returns with another fund. FHMAX alternatives are available in the Mutual Fund Screener.