FHMIX Mutual Fund

NAV$10.00

Returns Overview

1 Month
+0.22%
3 Months
+0.47%
6 Months
+0.69%
YTD
+0.69%
1 Year
+1.61%
3 Years (annualized)
+2.82%
5 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHMIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg BVAL Municipal AAA Yield Curve (callable) 3 month Index(^BBVAL3MYLD)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+1.79%
vs Peers
-1.09%

FHMIX Mutual Fund Performance

FHMIX performance across multiple time periods: 1-month 0.22%, YTD 0.69%, 1-year 1.61%, 3-year 2.82%, 5-year 2.27%.

FHMIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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