FHQRX Mutual Fund

FHQRX Mutual Fund

NAV$1.68
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Returns Overview

1 Month
+0.55%
3 Months
-1.33%
6 Months
-0.92%
YTD
+0.01%
1 Year
+1.71%
3 Years (annualized)
+8.63%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.53%

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
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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+1.93%
vs Peers
-1.91%

FHQRX Mutual Fund Performance

FHQRX performance across multiple time periods: 1-month 0.55%, YTD 0.01%, 1-year 1.71%, 3-year 8.63%, 5-year 4.14%, 10-year 5.53%.

FHQRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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