FHYEX Mutual Fund

FHYEX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+2.34%
3 Months
+1.96%
6 Months
+8.26%
YTD
+14.64%
1 Year
+22.89%
3 Years (annualized)
+18.98%
5 Years (annualized)
+9.77%

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
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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)
+14.64%
Peer Avg (YTD)
+8.76%
vs Peers
+5.88%

FHYEX Mutual Fund Performance

FHYEX performance across multiple time periods: 1-month 2.34%, YTD 14.64%, 1-year 22.89%, 3-year 18.98%, 5-year 9.77%.

FHYEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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