FHDEX Mutual Fund

FHDEX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
-1.87%
3 Months
-1.32%
6 Months
+11.49%
YTD
+10.03%
1 Year
+14.89%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHDEX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+7.09%
vs Peers
+2.95%

FHDEX Mutual Fund Performance

FHDEX performance across multiple time periods: 1-month -1.87%, YTD 10.03%, 1-year 14.89%, 3-year 17.87%, 5-year 9.19%.

FHDEX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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