FHSDX Mutual Fund

FHSDX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
-2.02%
3 Months
-1.76%
6 Months
+8.94%
YTD
+7.83%
1 Year
+11.46%
3 Years (annualized)
+15.52%
5 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHSDX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+7.09%
vs Peers
+0.74%

FHSDX Mutual Fund Performance

FHSDX performance across multiple time periods: 1-month -2.02%, YTD 7.83%, 1-year 11.46%, 3-year 15.52%, 5-year 7.19%.

FHSDX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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