FHOCX Mutual Fund

FHOCX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+4.42%
3 Months
+4.01%
6 Months
+13.69%
YTD
+7.96%
1 Year
+20.76%
3 Years (annualized)
+3.27%
5 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHOCX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+7.96%
Peer Avg (YTD)
+5.94%
vs Peers
+2.02%

FHOCX Mutual Fund Performance

FHOCX performance across multiple time periods: 1-month 4.42%, YTD 7.96%, 1-year 20.76%, 3-year 3.27%, 5-year 10.84%.

FHOCX returns outperform the peer average of 5.94% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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