FHGLX Mutual Fund

FHGLX Mutual Fund

NAV$16.86
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Returns Overview

1 Month
-1.99%
3 Months
-1.99%
6 Months
+8.25%
YTD
+6.99%
1 Year
+10.51%
3 Years (annualized)
+13.99%
5 Years (annualized)
+7.22%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHGLX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+7.09%
vs Peers
-0.10%

FHGLX Mutual Fund Performance

FHGLX performance across multiple time periods: 1-month -1.99%, YTD 6.99%, 1-year 10.51%, 3-year 13.99%, 5-year 7.22%, 10-year 10.33%.

FHGLX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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