FHRRX Mutual Fund

NAV$1.74

Returns Overview

1 Month
-0.03%
3 Months
+2.23%
6 Months
+1.56%
YTD
+1.56%
1 Year
+6.15%
3 Years (annualized)
+8.94%
5 Years (annualized)
+4.78%
10 Years (annualized)
+6.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+3.23%
vs Peers
-1.67%

FHRRX Mutual Fund Performance

FHRRX performance across multiple time periods: 1-month -0.03%, YTD 1.56%, 1-year 6.15%, 3-year 8.94%, 5-year 4.78%, 10-year 6.17%.

FHRRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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