FHALX Mutual Fund

FHALX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+0.92%
3 Months
+0.24%
6 Months
+1.70%
YTD
+4.38%
1 Year
+7.30%
3 Years (annualized)
+7.34%
5 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHALX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+8.76%
vs Peers
-4.38%

FHALX Mutual Fund Performance

FHALX performance across multiple time periods: 1-month 0.92%, YTD 4.38%, 1-year 7.30%, 3-year 7.34%, 5-year 2.25%.

FHALX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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