FHXEX Mutual Fund

FHXEX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
-1.84%
3 Months
-1.05%
6 Months
+13.25%
YTD
+11.24%
1 Year
+16.15%
3 Years (annualized)
+18.37%
5 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHXEX 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 2050 Composite Index
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.09%
vs Peers
+4.15%

FHXEX Mutual Fund Performance

FHXEX performance across multiple time periods: 1-month -1.84%, YTD 11.24%, 1-year 16.15%, 3-year 18.37%, 5-year 9.23%.

FHXEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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