FSHIX Mutual Fund

FSHIX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
+1.42%
3 Months
+0.34%
6 Months
-0.02%
YTD
+0.37%
1 Year
+0.63%
3 Years (annualized)
+3.07%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHIX 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
S&P Municipal Bond 1-5 Years Investment Grade 5% Pre-Refunded Index
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
-0.87%
vs Peers
+1.24%

FSHIX Mutual Fund Performance

FSHIX performance across multiple time periods: 1-month 1.42%, YTD 0.37%, 1-year 0.63%, 3-year 3.07%, 5-year 1.04%, 10-year 1.19%.

FSHIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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