FHALX Mutual Fund

FHALX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
-1.87%
3 Months
-1.90%
6 Months
+2.51%
YTD
+2.43%
1 Year
+3.95%
3 Years (annualized)
+7.34%
5 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHALX 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
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📉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 Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+2.43%
Peer Avg (YTD)
+7.09%
vs Peers
-4.66%

FHALX Mutual Fund Performance

FHALX performance across multiple time periods: 1-month -1.87%, YTD 2.43%, 1-year 3.95%, 3-year 7.34%, 5-year 2.25%.

FHALX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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