FHBCX Mutual Fund

FHBCX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
+1.74%
3 Months
+1.04%
6 Months
+5.14%
YTD
+9.66%
1 Year
+16.81%
3 Years (annualized)
+14.95%
5 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHBCX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+8.76%
vs Peers
+0.90%

FHBCX Mutual Fund Performance

FHBCX performance across multiple time periods: 1-month 1.74%, YTD 9.66%, 1-year 16.81%, 3-year 14.95%, 5-year 6.58%.

FHBCX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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