FOHTX Mutual Fund

NAV$10.63

Returns Overview

1 Month
+0.47%
3 Months
+1.51%
6 Months
+1.24%
YTD
+1.24%
1 Year
+5.66%
3 Years (annualized)
+2.50%
5 Years (annualized)
+0.38%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOHTX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+1.79%
vs Peers
-0.54%

FOHTX Mutual Fund Performance

FOHTX performance across multiple time periods: 1-month 0.47%, YTD 1.24%, 1-year 5.66%, 3-year 2.50%, 5-year 0.38%, 10-year 1.62%.

FOHTX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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