FHJEX Mutual Fund

NAV$17.32

Returns Overview

1 Month
+1.18%
3 Months
+15.12%
6 Months
+14.29%
YTD
+13.25%
1 Year
+26.94%
3 Years (annualized)
+19.49%
5 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHJEX 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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+7.64%
vs Peers
+5.61%

FHJEX Mutual Fund Performance

FHJEX performance across multiple time periods: 1-month 1.18%, YTD 13.25%, 1-year 26.94%, 3-year 19.49%, 5-year 10.77%.

FHJEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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