FHYEX Mutual Fund

NAV$16.62

Returns Overview

1 Month
+1.10%
3 Months
+14.61%
6 Months
+13.68%
YTD
+12.68%
1 Year
+25.99%
3 Years (annualized)
+18.67%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHYEX 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
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+7.64%
vs Peers
+5.04%

FHYEX Mutual Fund Performance

FHYEX performance across multiple time periods: 1-month 1.10%, YTD 12.68%, 1-year 25.99%, 3-year 18.67%, 5-year 10.07%.

FHYEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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