FHAEX Mutual Fund

FHAEX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-2.18%
3 Months
-2.03%
6 Months
+7.42%
YTD
+6.50%
1 Year
+10.10%
3 Years (annualized)
+14.03%
5 Years (annualized)
+6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAEX 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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+7.09%
vs Peers
-0.59%

FHAEX Mutual Fund Performance

FHAEX performance across multiple time periods: 1-month -2.18%, YTD 6.50%, 1-year 10.10%, 3-year 14.03%, 5-year 6.11%.

FHAEX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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