FDHIX Mutual Fund

FDHIX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
-2.43%
3 Months
-1.60%
6 Months
+0.41%
YTD
-1.09%
1 Year
+0.50%
3 Years (annualized)
+6.15%
5 Years (annualized)
+4.05%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDHIX 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)
-1.09%
Peer Avg (YTD)
+0.50%
vs Peers
-1.59%

FDHIX Mutual Fund Performance

FDHIX performance across multiple time periods: 1-month -2.43%, YTD -1.09%, 1-year 0.50%, 3-year 6.15%, 5-year 4.05%, 10-year 4.05%.

FDHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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