FHEFX Mutual Fund

NAV$16.70

Returns Overview

1 Month
+1.11%
3 Months
+14.43%
6 Months
+13.50%
YTD
+12.51%
1 Year
+25.96%
3 Years (annualized)
+18.67%
5 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHEFX 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 2045 Composite Index
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+7.64%
vs Peers
+4.87%

FHEFX Mutual Fund Performance

FHEFX performance across multiple time periods: 1-month 1.11%, YTD 12.51%, 1-year 25.96%, 3-year 18.67%, 5-year 10.08%.

FHEFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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