FHUGX Mutual Fund

FHUGX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
-4.14%
3 Months
-6.13%
6 Months
-4.15%
YTD
-4.93%
1 Year
-3.39%
3 Years (annualized)
+2.10%
5 Years (annualized)
-1.22%
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)
-4.93%
Peer Avg (YTD)
-3.84%
vs Peers
-1.09%

FHUGX Mutual Fund Performance

FHUGX performance across multiple time periods: 1-month -4.14%, YTD -4.93%, 1-year -3.39%, 3-year 2.10%, 5-year -1.22%, 10-year 1.69%.

FHUGX returns trail the peer average of -3.84% 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.