FHLDX Mutual Fund

FHLDX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-2.26%
3 Months
-2.19%
6 Months
+6.24%
YTD
+5.55%
1 Year
+8.48%
3 Years (annualized)
+12.81%
5 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLDX 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 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+7.09%
vs Peers
-1.53%

FHLDX Mutual Fund Performance

FHLDX performance across multiple time periods: 1-month -2.26%, YTD 5.55%, 1-year 8.48%, 3-year 12.81%, 5-year 5.34%.

FHLDX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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