FHDCX Mutual Fund

NAV$12.49

Returns Overview

1 Month
+4.41%
3 Months
+4.15%
6 Months
+14.39%
YTD
+8.48%
1 Year
+21.73%
3 Years (annualized)
+3.59%
5 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHDCX 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 2060 Composite Index
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+5.94%
vs Peers
+2.54%

FHDCX Mutual Fund Performance

FHDCX performance across multiple time periods: 1-month 4.41%, YTD 8.48%, 1-year 21.73%, 3-year 3.59%, 5-year 11.02%.

FHDCX returns outperform the peer average of 5.94% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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