FHBFX Mutual Fund

FHBFX Mutual Fund

NAV$16.65
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Returns Overview

1 Month
+2.30%
3 Months
+2.05%
6 Months
+8.34%
YTD
+13.85%
1 Year
+23.57%
3 Years (annualized)
+19.63%
5 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHBFX 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 2045 Composite Index
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+8.76%
vs Peers
+5.09%

FHBFX Mutual Fund Performance

FHBFX performance across multiple time periods: 1-month 2.30%, YTD 13.85%, 1-year 23.57%, 3-year 19.63%, 5-year 10.42%.

FHBFX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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