FHWEX Mutual Fund

FHWEX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
+2.36%
3 Months
+2.12%
6 Months
+8.53%
YTD
+14.01%
1 Year
+23.08%
3 Years (annualized)
+19.49%
5 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHWEX 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
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+8.76%
vs Peers
+5.25%

FHWEX Mutual Fund Performance

FHWEX performance across multiple time periods: 1-month 2.36%, YTD 14.01%, 1-year 23.08%, 3-year 19.49%, 5-year 9.60%.

FHWEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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