FHQRX Mutual Fund

NAV$1.73
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Returns Overview

1 Month
-0.06%
3 Months
+2.15%
6 Months
+1.40%
YTD
+1.40%
1 Year
+5.84%
3 Years (annualized)
+8.64%
5 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHQRX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+3.23%
vs Peers
-1.83%

FHQRX Mutual Fund Performance

FHQRX performance across multiple time periods: 1-month -0.06%, YTD 1.40%, 1-year 5.84%, 3-year 8.64%, 5-year 4.44%.

FHQRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

FHQRX performance comparison shows side-by-side returns with another fund. FHQRX alternatives are available in the Mutual Fund Screener.