FHARX Mutual Fund

FHARX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
-1.43%
3 Months
+2.94%
6 Months
+7.40%
YTD
+9.97%
1 Year
+20.90%
3 Years (annualized)
+16.07%
5 Years (annualized)
+8.73%

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
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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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+6.99%
vs Peers
+2.98%

FHARX Mutual Fund Performance

FHARX performance across multiple time periods: 1-month -1.43%, YTD 9.97%, 1-year 20.90%, 3-year 16.07%, 5-year 8.73%.

FHARX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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