FHUMX Mutual Fund

NAV$15.96

Returns Overview

1 Month
+7.22%
3 Months
+17.76%
6 Months
+18.10%
YTD
+18.10%
1 Year
+18.45%
3 Years (annualized)
+10.47%
5 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHUMX 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
Morningstar US Mid-Cap Blend Funds Average
This Mutual Fund (YTD)
+18.10%
Peer Avg (YTD)
+10.82%
vs Peers
+7.28%

FHUMX Mutual Fund Performance

FHUMX performance across multiple time periods: 1-month 7.22%, YTD 18.10%, 1-year 18.45%, 3-year 10.47%, 5-year 6.78%.

FHUMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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