FHXEX Mutual Fund

FHXEX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-1.48%
3 Months
+3.20%
6 Months
+7.95%
YTD
+10.75%
1 Year
+22.52%
3 Years (annualized)
+16.25%
5 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHXEX 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)
+10.75%
Peer Avg (YTD)
+6.99%
vs Peers
+3.76%

FHXEX Mutual Fund Performance

FHXEX performance across multiple time periods: 1-month -1.48%, YTD 10.75%, 1-year 22.52%, 3-year 16.25%, 5-year 9.18%.

FHXEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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