FHAFX Mutual Fund

NAV$9.80

Returns Overview

1 Month
+1.14%
3 Months
+1.18%
6 Months
+2.12%
YTD
+2.12%
1 Year
+5.85%
3 Years (annualized)
-1.10%
5 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAFX 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 2005 Composite Index(^FIDF05)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+7.21%
vs Peers
-5.09%

FHAFX Mutual Fund Performance

FHAFX performance across multiple time periods: 1-month 1.14%, YTD 2.12%, 1-year 5.85%, 3-year -1.10%, 5-year 2.21%.

FHAFX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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