FAHEX Mutual Fund

NAV$13.17

Returns Overview

1 Month
+0.44%
3 Months
+6.27%
6 Months
+6.37%
YTD
+5.86%
1 Year
+12.00%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.31%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAHEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+5.86%
Peer Avg (YTD)
+3.23%
vs Peers
+2.64%

FAHEX Mutual Fund Performance

FAHEX performance across multiple time periods: 1-month 0.44%, YTD 5.86%, 1-year 12.00%, 3-year 10.72%, 5-year 5.31%, 10-year 6.76%.

FAHEX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

FAHEX performance comparison shows side-by-side returns with another fund. FAHEX alternatives are available in the Mutual Fund Screener.