FHMEX Mutual Fund

FHMEX Mutual Fund

NAV$16.59
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Returns Overview

1 Month
-1.49%
3 Months
+3.42%
6 Months
+8.35%
YTD
+11.22%
1 Year
+23.32%
3 Years (annualized)
+16.88%
5 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHMEX 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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+11.22%
Peer Avg (YTD)
+6.99%
vs Peers
+4.22%

FHMEX Mutual Fund Performance

FHMEX performance across multiple time periods: 1-month -1.49%, YTD 11.22%, 1-year 23.32%, 3-year 16.88%, 5-year 9.06%.

FHMEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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