FDHAX Mutual Fund

FDHAX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
-1.95%
3 Months
-1.15%
6 Months
+0.81%
YTD
-0.76%
1 Year
+0.77%
3 Years (annualized)
+5.90%
5 Years (annualized)
+3.81%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDHAX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+0.50%
vs Peers
-1.26%

FDHAX Mutual Fund Performance

FDHAX performance across multiple time periods: 1-month -1.95%, YTD -0.76%, 1-year 0.77%, 3-year 5.90%, 5-year 3.81%, 10-year 3.79%.

FDHAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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