FHNEX Mutual Fund

FHNEX Mutual Fund

NAV$16.89
See how much of FHNEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.76%
3 Months
-0.83%
6 Months
+14.02%
YTD
+12.15%
1 Year
+17.31%
3 Years (annualized)
+19.36%
5 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHNEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+7.09%
vs Peers
+5.06%

FHNEX Mutual Fund Performance

FHNEX performance across multiple time periods: 1-month -1.76%, YTD 12.15%, 1-year 17.31%, 3-year 19.36%, 5-year 10.09%.

FHNEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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