FHPEX Mutual Fund

NAV$16.75

Returns Overview

1 Month
+1.13%
3 Months
+15.01%
6 Months
+14.17%
YTD
+13.20%
1 Year
+26.86%
3 Years (annualized)
+19.42%
5 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHPEX 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 2055 Composite Index
This Mutual Fund (YTD)
+13.20%
Peer Avg (YTD)
+7.64%
vs Peers
+5.56%

FHPEX Mutual Fund Performance

FHPEX performance across multiple time periods: 1-month 1.13%, YTD 13.20%, 1-year 26.86%, 3-year 19.42%, 5-year 10.75%.

FHPEX 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.

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