FHLCX Mutual Fund

FHLCX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+4.61%
3 Months
+4.34%
6 Months
+14.59%
YTD
+8.68%
1 Year
+21.96%
3 Years (annualized)
+3.65%
5 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLCX 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 2045 Composite Index
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+5.94%
vs Peers
+2.74%

FHLCX Mutual Fund Performance

FHLCX performance across multiple time periods: 1-month 4.61%, YTD 8.68%, 1-year 21.96%, 3-year 3.65%, 5-year 11.08%.

FHLCX returns outperform the peer average of 5.94% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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