FHUGX Mutual Fund

FHUGX Mutual Fund

NAV$12.12
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Returns Overview

1 Month
-1.93%
3 Months
-0.98%
6 Months
-1.23%
YTD
-0.67%
1 Year
+4.30%
3 Years (annualized)
+2.65%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHUGX 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 3-year Municipal Bond Index
This Mutual Fund (YTD)
-0.67%
Peer Avg (YTD)
+0.23%
vs Peers
-0.90%

FHUGX Mutual Fund Performance

FHUGX performance across multiple time periods: 1-month -1.93%, YTD -0.67%, 1-year 4.30%, 3-year 2.65%, 5-year 0.03%, 10-year 1.69%.

FHUGX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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