FHPEX Mutual Fund

FHPEX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-1.69%
3 Months
-0.71%
6 Months
+14.20%
YTD
+12.40%
1 Year
+17.59%
3 Years (annualized)
+19.72%
5 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHPEX 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
Fidelity Freedom 2055 Composite Index
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+7.09%
vs Peers
+5.32%

FHPEX Mutual Fund Performance

FHPEX performance across multiple time periods: 1-month -1.69%, YTD 12.40%, 1-year 17.59%, 3-year 19.72%, 5-year 10.47%.

FHPEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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