FHFWX Mutual Fund

NAV$14.33

Returns Overview

1 Month
+0.06%
3 Months
+5.64%
6 Months
+6.05%
YTD
+5.59%
1 Year
+12.98%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.65%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+5.87%
vs Peers
-0.28%

FHFWX Mutual Fund Performance

FHFWX performance across multiple time periods: 1-month 0.06%, YTD 5.59%, 1-year 12.98%, 3-year 12.17%, 5-year 6.65%, 10-year 7.24%.

FHFWX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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