FHQEX Mutual Fund

FHQEX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
+2.40%
3 Months
+2.16%
6 Months
+8.70%
YTD
+15.27%
1 Year
+23.38%
3 Years (annualized)
+19.62%
5 Years (annualized)
+9.67%

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)
+15.27%
Peer Avg (YTD)
+8.76%
vs Peers
+6.51%

FHQEX Mutual Fund Performance

FHQEX performance across multiple time periods: 1-month 2.40%, YTD 15.27%, 1-year 23.38%, 3-year 19.62%, 5-year 9.67%.

FHQEX returns outperform the peer average of 8.76% 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.