FHJGX Mutual Fund

FHJGX Mutual Fund

NAV$14.75

Returns Overview

1 Month
+0.89%
3 Months
+10.73%
6 Months
+10.23%
YTD
+9.58%
1 Year
+19.99%
3 Years (annualized)
+15.18%
5 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHJGX 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)
+9.58%
Peer Avg (YTD)
+7.64%
vs Peers
+1.94%

FHJGX Mutual Fund Performance

FHJGX performance across multiple time periods: 1-month 0.89%, YTD 9.58%, 1-year 19.99%, 3-year 15.18%, 5-year 7.84%.

FHJGX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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