FHODX Mutual Fund

FHODX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-1.10%
3 Months
+0.98%
6 Months
+3.39%
YTD
+4.86%
1 Year
+11.00%
3 Years (annualized)
+9.16%
5 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHODX 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
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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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+6.99%
vs Peers
-2.13%

FHODX Mutual Fund Performance

FHODX performance across multiple time periods: 1-month -1.10%, YTD 4.86%, 1-year 11.00%, 3-year 9.16%, 5-year 3.88%.

FHODX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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