FHEEX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+0.43%
3 Months
+6.12%
6 Months
+6.31%
YTD
+5.93%
1 Year
+12.27%
3 Years (annualized)
+9.98%
5 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEEX 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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+7.64%
vs Peers
-1.71%

FHEEX Mutual Fund Performance

FHEEX performance across multiple time periods: 1-month 0.43%, YTD 5.93%, 1-year 12.27%, 3-year 9.98%, 5-year 4.12%.

FHEEX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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