FHUMX Mutual Fund

FHUMX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-6.37%
3 Months
+2.03%
6 Months
+7.08%
YTD
+10.57%
1 Year
+8.55%
3 Years (annualized)
+8.55%
5 Years (annualized)
+5.00%

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
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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
Morningstar US Mid-Cap Blend Funds Average
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+9.54%
vs Peers
+1.04%

FHUMX Mutual Fund Performance

FHUMX performance across multiple time periods: 1-month -6.37%, YTD 10.57%, 1-year 8.55%, 3-year 8.55%, 5-year 5.00%.

FHUMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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