FSHIX Mutual Fund

NAV$10.04

Returns Overview

1 Month
+0.34%
3 Months
+0.79%
6 Months
+0.74%
YTD
+0.74%
1 Year
+2.54%
3 Years (annualized)
+3.11%
5 Years (annualized)
+1.28%
10 Years (annualized)
+1.42%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Municipal Bond 1-5 Years Investment Grade 5% Pre-Refunded Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+1.79%
vs Peers
-1.05%

FSHIX Mutual Fund Performance

FSHIX performance across multiple time periods: 1-month 0.34%, YTD 0.74%, 1-year 2.54%, 3-year 3.11%, 5-year 1.28%, 10-year 1.42%.

FSHIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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