FHGDX Mutual Fund

FHGDX Mutual Fund

NAV$14.86
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Returns Overview

1 Month
-1.49%
3 Months
+2.24%
6 Months
+5.91%
YTD
+8.08%
1 Year
+17.88%
3 Years (annualized)
+13.90%
5 Years (annualized)
+7.75%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+8.08%
Peer Avg (YTD)
+6.99%
vs Peers
+1.09%

FHGDX Mutual Fund Performance

FHGDX performance across multiple time periods: 1-month -1.49%, YTD 8.08%, 1-year 17.88%, 3-year 13.90%, 5-year 7.75%.

FHGDX returns outperform the peer average of 6.99% 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.