FHPEX Mutual Fund

FHPEX Mutual Fund

NAV$17.24
See how much of FHPEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
+3.59%
6 Months
+8.61%
YTD
+11.60%
1 Year
+24.00%
3 Years (annualized)
+17.57%
5 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHPEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2055 Composite Index
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+6.99%
vs Peers
+4.61%

FHPEX Mutual Fund Performance

FHPEX performance across multiple time periods: 1-month -1.41%, YTD 11.60%, 1-year 24.00%, 3-year 17.57%, 5-year 10.41%.

FHPEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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