FEHRX Mutual Fund

FEHRX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
-6.33%
3 Months
-8.59%
6 Months
-4.57%
YTD
-4.51%
1 Year
-5.17%
3 Years (annualized)
+5.46%
5 Years (annualized)
+2.74%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEHRX 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 Barclays US Corporate High Yield Bond Index(^BBUCORPHYB)
This Mutual Fund (YTD)
-4.51%
Peer Avg (YTD)
+0.50%
vs Peers
-5.01%

FEHRX Mutual Fund Performance

FEHRX performance across multiple time periods: 1-month -6.33%, YTD -4.51%, 1-year -5.17%, 3-year 5.46%, 5-year 2.74%, 10-year 4.31%.

FEHRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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