FHAEX Mutual Fund

NAV$13.77

Returns Overview

1 Month
+0.81%
3 Months
+9.65%
6 Months
+9.31%
YTD
+8.71%
1 Year
+18.23%
3 Years (annualized)
+13.92%
5 Years (annualized)
+6.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAEX 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

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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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+7.64%
vs Peers
+1.07%

FHAEX Mutual Fund Performance

FHAEX performance across multiple time periods: 1-month 0.81%, YTD 8.71%, 1-year 18.23%, 3-year 13.92%, 5-year 6.47%.

FHAEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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