FDHAX Mutual Fund

FDHAX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+0.77%
3 Months
+0.96%
6 Months
+2.10%
YTD
+1.21%
1 Year
+3.23%
3 Years (annualized)
+5.90%
5 Years (annualized)
+3.81%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDHAX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+2.15%
vs Peers
-0.95%

FDHAX Mutual Fund Performance

FDHAX performance across multiple time periods: 1-month 0.77%, YTD 1.21%, 1-year 3.23%, 3-year 5.90%, 5-year 3.81%, 10-year 3.79%.

FDHAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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