FHOEX Mutual Fund

NAV$15.81

Returns Overview

1 Month
+1.02%
3 Months
+12.95%
6 Months
+12.16%
YTD
+11.31%
1 Year
+23.64%
3 Years (annualized)
+17.41%
5 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHOEX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+7.64%
vs Peers
+3.67%

FHOEX Mutual Fund Performance

FHOEX performance across multiple time periods: 1-month 1.02%, YTD 11.31%, 1-year 23.64%, 3-year 17.41%, 5-year 9.28%.

FHOEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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