FHOEX Mutual Fund

FHOEX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-1.51%
3 Months
+2.83%
6 Months
+7.12%
YTD
+9.63%
1 Year
+20.96%
3 Years (annualized)
+15.49%
5 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHOEX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.63%
Peer Avg (YTD)
+6.99%
vs Peers
+2.64%

FHOEX Mutual Fund Performance

FHOEX performance across multiple time periods: 1-month -1.51%, YTD 9.63%, 1-year 20.96%, 3-year 15.49%, 5-year 8.18%.

FHOEX 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.

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