FHURX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+2.84%
3 Months
+11.97%
6 Months
+8.21%
YTD
+19.05%
1 Year
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHURX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Mid-Cap Blend Funds Average
This Mutual Fund (YTD)
+19.05%
Peer Avg (YTD)
+12.12%
vs Peers
+6.93%

FHURX Mutual Fund Performance

FHURX performance across multiple time periods: 1-month 2.84%, YTD 19.05%, 1-year 15.03%.

FHURX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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