FRHIX Mutual Fund

FRHIX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-0.31%
3 Months
-1.09%
6 Months
-1.06%
YTD
+1.46%
1 Year
+6.66%
3 Years (annualized)
+5.43%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.16%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+0.15%
vs Peers
+1.31%

FRHIX Mutual Fund Performance

FRHIX performance across multiple time periods: 1-month -0.31%, YTD 1.46%, 1-year 6.66%, 3-year 5.43%, 5-year 0.63%, 10-year 2.16%.

FRHIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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