FOHQX Mutual Fund

FOHQX Mutual Fund

NAV$10.71
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Returns Overview

1 Month
-0.34%
3 Months
-1.32%
6 Months
-1.67%
YTD
+0.25%
1 Year
+5.22%
3 Years (annualized)
+3.45%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOHQX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+0.15%
vs Peers
+0.10%

FOHQX Mutual Fund Performance

FOHQX performance across multiple time periods: 1-month -0.34%, YTD 0.25%, 1-year 5.22%, 3-year 3.45%, 5-year -0.17%, 10-year 1.33%.

FOHQX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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