FINHX Mutual Fund

FINHX Mutual Fund

NAV$96.91
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Returns Overview

1 Month
+5.33%
3 Months
+2.55%
6 Months
+7.11%
YTD
+16.28%
1 Year
+20.65%
3 Years (annualized)
+20.89%
5 Years (annualized)
+11.11%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FINHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+14.61%
vs Peers
+1.67%

FINHX Mutual Fund Performance

FINHX performance across multiple time periods: 1-month 5.33%, YTD 16.28%, 1-year 20.65%, 3-year 20.89%, 5-year 11.11%, 10-year 11.94%.

FINHX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

FINHX vs another fund shows side-by-side returns. FINHX alternatives are available in the Mutual Fund Screener.