FHVCX Mutual Fund

FHVCX Mutual Fund

NAV$14.14
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Returns Overview

1 Month
-2.16%
3 Months
-2.02%
6 Months
+8.26%
YTD
+6.96%
1 Year
+10.68%
3 Years (annualized)
+14.39%
5 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHVCX 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)
+6.96%
Peer Avg (YTD)
+7.09%
vs Peers
-0.12%

FHVCX Mutual Fund Performance

FHVCX performance across multiple time periods: 1-month -2.16%, YTD 6.96%, 1-year 10.68%, 3-year 14.39%, 5-year 6.67%.

FHVCX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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