FHEFX Mutual Fund

FHEFX Mutual Fund

NAV$15.98
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Returns Overview

1 Month
-1.90%
3 Months
-1.48%
6 Months
+1.78%
YTD
+9.23%
1 Year
+12.45%
3 Years (annualized)
+20.46%
5 Years (annualized)
+8.75%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2045 Composite Index
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+6.70%
vs Peers
+2.53%

FHEFX Mutual Fund Performance

FHEFX performance across multiple time periods: 1-month -1.90%, YTD 9.23%, 1-year 12.45%, 3-year 20.46%, 5-year 8.75%.

FHEFX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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