FHAGX Mutual Fund

NAV$9.77

Returns Overview

1 Month
+1.07%
3 Months
+1.28%
6 Months
+2.23%
YTD
+2.23%
1 Year
+6.06%
3 Years (annualized)
-0.85%
5 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAGX 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)
+2.23%
Peer Avg (YTD)
+7.21%
vs Peers
-4.98%

FHAGX Mutual Fund Performance

FHAGX performance across multiple time periods: 1-month 1.07%, YTD 2.23%, 1-year 6.06%, 3-year -0.85%, 5-year 2.47%.

FHAGX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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