FHESX Mutual Fund

FHESX Mutual Fund

NAV$15.00
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Returns Overview

1 Month
-3.67%
3 Months
-2.61%
6 Months
+9.77%
YTD
+9.29%
1 Year
+8.67%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHESX 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)
+9.29%
Peer Avg (YTD)
+7.86%
vs Peers
+1.43%

FHESX Mutual Fund Performance

FHESX performance across multiple time periods: 1-month -3.67%, YTD 9.29%, 1-year 8.67%, 3-year 8.60%, 5-year 3.39%.

FHESX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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