FHGDX Mutual Fund

FHGDX Mutual Fund

NAV$14.52
See how much of FHGDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.79%
3 Months
+1.16%
6 Months
+5.38%
YTD
+10.01%
1 Year
+17.43%
3 Years (annualized)
+15.60%
5 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHGDX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+8.76%
vs Peers
+1.25%

FHGDX Mutual Fund Performance

FHGDX performance across multiple time periods: 1-month 1.79%, YTD 10.01%, 1-year 17.43%, 3-year 15.60%, 5-year 7.73%.

FHGDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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