FHBEX Mutual Fund

NAV$13.14

Returns Overview

1 Month
+0.68%
3 Months
+8.62%
6 Months
+8.45%
YTD
+7.92%
1 Year
+16.32%
3 Years (annualized)
+12.58%
5 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHBEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+7.64%
vs Peers
+0.28%

FHBEX Mutual Fund Performance

FHBEX performance across multiple time periods: 1-month 0.68%, YTD 7.92%, 1-year 16.32%, 3-year 12.58%, 5-year 5.35%.

FHBEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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