FHERX Mutual Fund

FHERX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-3.67%
3 Months
-2.54%
6 Months
+9.83%
YTD
+8.64%
1 Year
+5.78%
3 Years (annualized)
+7.65%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHERX 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
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🏦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
MSCI ACWI SMID Index(MXWDSM)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+7.86%
vs Peers
+0.77%

FHERX Mutual Fund Performance

FHERX performance across multiple time periods: 1-month -3.67%, YTD 8.64%, 1-year 5.78%, 3-year 7.65%, 5-year 2.86%.

FHERX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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