FTHFX Mutual Fund

NAV$60.77

Returns Overview

1 Month
+4.75%
3 Months
+14.60%
6 Months
+15.39%
YTD
+14.06%
1 Year
+29.69%
3 Years (annualized)
+21.64%
5 Years (annualized)
+13.97%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTHFX 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

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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.06%
Peer Avg (YTD)
+18.52%
vs Peers
-4.46%

FTHFX Mutual Fund Performance

FTHFX performance across multiple time periods: 1-month 4.75%, YTD 14.06%, 1-year 29.69%, 3-year 21.64%, 5-year 13.97%, 10-year 15.19%.

FTHFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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