FHREX Mutual Fund

NAV$16.40

Returns Overview

1 Month
+1.12%
3 Months
+14.79%
6 Months
+13.61%
YTD
+12.61%
1 Year
+25.53%
3 Years (annualized)
+18.15%
5 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHREX 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

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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
Fidelity Freedom 2055 Composite Index
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+7.64%
vs Peers
+4.97%

FHREX Mutual Fund Performance

FHREX performance across multiple time periods: 1-month 1.12%, YTD 12.61%, 1-year 25.53%, 3-year 18.15%, 5-year 9.56%.

FHREX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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