FRHIX Mutual Fund

FRHIX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-4.76%
3 Months
-7.37%
6 Months
-5.05%
YTD
-5.91%
1 Year
-5.27%
3 Years (annualized)
+5.43%
5 Years (annualized)
+0.63%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRHIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-5.91%
Peer Avg (YTD)
-3.84%
vs Peers
-2.07%

FRHIX Mutual Fund Performance

FRHIX performance across multiple time periods: 1-month -4.76%, YTD -5.91%, 1-year -5.27%, 3-year 5.43%, 5-year 0.63%, 10-year 2.16%.

FRHIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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