FDHAX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
+0.15%
3 Months
+1.99%
6 Months
+0.39%
YTD
+0.39%
1 Year
+3.84%
3 Years (annualized)
+6.34%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.98%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+3.23%
vs Peers
-2.83%

FDHAX Mutual Fund Performance

FDHAX performance across multiple time periods: 1-month 0.15%, YTD 0.39%, 1-year 3.84%, 3-year 6.34%, 5-year 3.65%, 10-year 3.98%.

FDHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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