FAXHX Mutual Fund

FAXHX Mutual Fund

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Returns Overview

1 Month
+4.90%
3 Months
+4.65%
6 Months
+15.05%
YTD
+9.03%
1 Year
+22.48%
3 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAXHX 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 2065 Composite Index
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+5.94%
vs Peers
+3.09%

FAXHX Mutual Fund Performance

FAXHX performance across multiple time periods: 1-month 4.90%, YTD 9.03%, 1-year 22.48%, 3-year 3.80%.

FAXHX returns outperform the peer average of 5.94% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

FAXHX performance comparison shows side-by-side returns with another fund. FAXHX alternatives are available in the Mutual Fund Screener.