FRHIX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+1.27%
3 Months
+3.66%
6 Months
+3.88%
YTD
+3.88%
1 Year
+8.97%
3 Years (annualized)
+5.95%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRHIX 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

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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+3.88%
Peer Avg (YTD)
+1.79%
vs Peers
+2.09%

FRHIX Mutual Fund Performance

FRHIX performance across multiple time periods: 1-month 1.27%, YTD 3.88%, 1-year 8.97%, 3-year 5.95%, 5-year 1.22%, 10-year 2.44%.

FRHIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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