FHRRX Mutual Fund

FHRRX Mutual Fund

NAV$1.69
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Returns Overview

1 Month
+0.58%
3 Months
+0.54%
6 Months
+1.61%
YTD
+2.14%
1 Year
+5.05%
3 Years (annualized)
+8.73%
5 Years (annualized)
+4.84%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHRRX 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)
+2.14%
Peer Avg (YTD)
+2.15%
vs Peers
-0.02%

FHRRX Mutual Fund Performance

FHRRX performance across multiple time periods: 1-month 0.58%, YTD 2.14%, 1-year 5.05%, 3-year 8.73%, 5-year 4.84%, 10-year 5.67%.

FHRRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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