FHQEX Mutual Fund

FHQEX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
-1.42%
3 Months
+3.55%
6 Months
+8.67%
YTD
+12.57%
1 Year
+23.90%
3 Years (annualized)
+17.46%
5 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHQEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2055 Composite Index
This Mutual Fund (YTD)
+12.57%
Peer Avg (YTD)
+6.99%
vs Peers
+5.58%

FHQEX Mutual Fund Performance

FHQEX performance across multiple time periods: 1-month -1.42%, YTD 12.57%, 1-year 23.90%, 3-year 17.46%, 5-year 9.62%.

FHQEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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