FHWEX Mutual Fund

NAV$17.00

Returns Overview

1 Month
+1.15%
3 Months
+14.76%
6 Months
+13.91%
YTD
+12.93%
1 Year
+26.59%
3 Years (annualized)
+19.28%
5 Years (annualized)
+10.61%

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
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
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+7.64%
vs Peers
+5.29%

FHWEX Mutual Fund Performance

FHWEX performance across multiple time periods: 1-month 1.15%, YTD 12.93%, 1-year 26.59%, 3-year 19.28%, 5-year 10.61%.

FHWEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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