FHUEX Mutual Fund

FHUEX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
-1.72%
3 Months
-0.78%
6 Months
+14.00%
YTD
+12.11%
1 Year
+17.27%
3 Years (annualized)
+19.33%
5 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHUEX 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)
+12.11%
Peer Avg (YTD)
+7.09%
vs Peers
+5.02%

FHUEX Mutual Fund Performance

FHUEX performance across multiple time periods: 1-month -1.72%, YTD 12.11%, 1-year 17.27%, 3-year 19.33%, 5-year 9.39%.

FHUEX 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.

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