FHODX Mutual Fund

FHODX Mutual Fund

NAV$11.62
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Returns Overview

1 Month
-2.03%
3 Months
-1.94%
6 Months
+4.06%
YTD
+3.97%
1 Year
+6.15%
3 Years (annualized)
+10.21%
5 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHODX 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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+7.09%
vs Peers
-3.12%

FHODX Mutual Fund Performance

FHODX performance across multiple time periods: 1-month -2.03%, YTD 3.97%, 1-year 6.15%, 3-year 10.21%, 5-year 3.94%.

FHODX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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