FHNEX Mutual Fund

FHNEX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
-1.42%
3 Months
+3.52%
6 Months
+8.56%
YTD
+11.48%
1 Year
+23.70%
3 Years (annualized)
+17.25%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHNEX 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)
+11.48%
Peer Avg (YTD)
+6.99%
vs Peers
+4.49%

FHNEX Mutual Fund Performance

FHNEX performance across multiple time periods: 1-month -1.42%, YTD 11.48%, 1-year 23.70%, 3-year 17.25%, 5-year 10.04%.

FHNEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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