FRHIX Mutual Fund

FRHIX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-2.03%
3 Months
+0.04%
6 Months
+1.05%
YTD
+1.77%
1 Year
+7.81%
3 Years (annualized)
+5.14%
5 Years (annualized)
+0.62%
10 Years (annualized)
+2.22%

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
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)
+1.77%
Peer Avg (YTD)
+0.23%
vs Peers
+1.54%

FRHIX Mutual Fund Performance

FRHIX performance across multiple time periods: 1-month -2.03%, YTD 1.77%, 1-year 7.81%, 3-year 5.14%, 5-year 0.62%, 10-year 2.22%.

FRHIX returns outperform the peer average of 0.23% 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.