FHDEX Mutual Fund

FHDEX Mutual Fund

NAV$15.94
See how much of FHDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
+2.89%
6 Months
+7.24%
YTD
+9.82%
1 Year
+21.20%
3 Years (annualized)
+15.76%
5 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHDEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+6.99%
vs Peers
+2.83%

FHDEX Mutual Fund Performance

FHDEX performance across multiple time periods: 1-month -1.51%, YTD 9.82%, 1-year 21.20%, 3-year 15.76%, 5-year 8.45%.

FHDEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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