FHZEX Mutual Fund

FHZEX Mutual Fund

NAV$15.42
See how much of FHZEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.92%
3 Months
-1.48%
6 Months
+11.08%
YTD
+9.37%
1 Year
+14.04%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+7.09%
vs Peers
+2.28%

FHZEX Mutual Fund Performance

FHZEX performance across multiple time periods: 1-month -1.92%, YTD 9.37%, 1-year 14.04%, 3-year 16.98%, 5-year 7.36%.

FHZEX returns outperform 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.

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