FHBDX Mutual Fund

FHBDX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+1.92%
3 Months
+0.97%
6 Months
+4.40%
YTD
+0.96%
1 Year
+5.86%
3 Years (annualized)
-0.62%
5 Years (annualized)
+2.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHBDX 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
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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)
+0.96%
Peer Avg (YTD)
+5.94%
vs Peers
-4.98%

FHBDX Mutual Fund Performance

FHBDX performance across multiple time periods: 1-month 1.92%, YTD 0.96%, 1-year 5.86%, 3-year -0.62%, 5-year 2.70%.

FHBDX returns trail the peer average of 5.94% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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