FHMAX Mutual Fund

FHMAX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.19%
3 Months
+0.60%
6 Months
+0.94%
YTD
+1.04%
1 Year
+1.67%
3 Years (annualized)
+3.13%
5 Years (annualized)
+2.51%

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
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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 BVAL Municipal AAA Yield Curve (callable) 3 month Index(^BBVAL3MYLD)
This Mutual Fund (YTD)
+1.04%
Peer Avg (YTD)
+0.15%
vs Peers
+0.89%

FHMAX Mutual Fund Performance

FHMAX performance across multiple time periods: 1-month 0.19%, YTD 1.04%, 1-year 1.67%, 3-year 3.13%, 5-year 2.51%.

FHMAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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