FHPFX Mutual Fund

NAV$8.95

Returns Overview

1 Month
-1.54%
3 Months
-1.32%
6 Months
-2.19%
YTD
-1.86%
1 Year
+4.47%
3 Years (annualized)
+4.62%
5 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHPFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Securitized Index(^BBUSECI)
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
+3.23%
vs Peers
-5.09%

FHPFX Mutual Fund Performance

FHPFX performance across multiple time periods: 1-month -1.54%, YTD -1.86%, 1-year 4.47%, 3-year 4.62%, 5-year 0.58%.

FHPFX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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