FHMIX Mutual Fund

FHMIX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.20%
3 Months
+0.63%
6 Months
+1.01%
YTD
+1.11%
1 Year
+1.70%
3 Years (annualized)
+2.76%
5 Years (annualized)
+2.35%

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
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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)
+1.11%
Peer Avg (YTD)
+0.15%
vs Peers
+0.96%

FHMIX Mutual Fund Performance

FHMIX performance across multiple time periods: 1-month 0.20%, YTD 1.11%, 1-year 1.70%, 3-year 2.76%, 5-year 2.35%.

FHMIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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