FHFAX Mutual Fund

FHFAX Mutual Fund

NAV$18.70
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Returns Overview

1 Month
-1.64%
3 Months
-1.12%
6 Months
+13.03%
YTD
+10.78%
1 Year
+15.40%
3 Years (annualized)
+18.99%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHFAX 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 2055 Composite Index
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+7.10%
vs Peers
+3.68%

FHFAX Mutual Fund Performance

FHFAX performance across multiple time periods: 1-month -1.64%, YTD 10.78%, 1-year 15.40%, 3-year 18.99%, 5-year 9.11%, 10-year 11.50%.

FHFAX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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