FHESX Mutual Fund

NAV$15.08

Returns Overview

1 Month
-1.11%
3 Months
+5.53%
6 Months
+4.87%
YTD
+10.31%
1 Year
+13.31%
3 Years (annualized)
+7.52%
5 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHESX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI SMID Index(MXWDSM)
This Mutual Fund (YTD)
+10.31%
Peer Avg (YTD)
+9.16%
vs Peers
+1.15%

FHESX Mutual Fund Performance

FHESX performance across multiple time periods: 1-month -1.11%, YTD 10.31%, 1-year 13.31%, 3-year 7.52%, 5-year 3.55%.

FHESX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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