FHKEX Mutual Fund

NAV$17.33

Returns Overview

1 Month
+1.19%
3 Months
+15.06%
6 Months
+14.23%
YTD
+13.19%
1 Year
+26.86%
3 Years (annualized)
+19.36%
5 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHKEX 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)
+13.19%
Peer Avg (YTD)
+7.64%
vs Peers
+5.55%

FHKEX Mutual Fund Performance

FHKEX performance across multiple time periods: 1-month 1.19%, YTD 13.19%, 1-year 26.86%, 3-year 19.36%, 5-year 10.65%.

FHKEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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