FHLFX Mutual Fund

NAV$16.50

Returns Overview

1 Month
+0.48%
3 Months
+8.98%
6 Months
+10.06%
YTD
+9.05%
1 Year
+20.38%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+9.13%
vs Peers
-0.08%

FHLFX Mutual Fund Performance

FHLFX performance across multiple time periods: 1-month 0.48%, YTD 9.05%, 1-year 20.38%, 3-year 16.71%, 5-year 9.29%.

FHLFX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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