FHARX Mutual Fund

NAV$16.26

Returns Overview

1 Month
+1.07%
3 Months
+13.03%
6 Months
+12.41%
YTD
+11.57%
1 Year
+23.57%
3 Years (annualized)
+17.79%
5 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHARX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+7.64%
vs Peers
+3.93%

FHARX Mutual Fund Performance

FHARX performance across multiple time periods: 1-month 1.07%, YTD 11.57%, 1-year 23.57%, 3-year 17.79%, 5-year 9.72%.

FHARX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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