FSHGX Mutual Fund

FSHGX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-0.51%
3 Months
-1.98%
6 Months
-2.19%
YTD
+1.13%
1 Year
+2.31%
3 Years (annualized)
+9.78%
5 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+0.72%
vs Peers
+0.41%

FSHGX Mutual Fund Performance

FSHGX performance across multiple time periods: 1-month -0.51%, YTD 1.13%, 1-year 2.31%, 3-year 9.78%, 5-year 4.01%.

FSHGX returns outperform the peer average of 0.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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