FHPDX Mutual Fund

FHPDX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
+1.07%
3 Months
+0.44%
6 Months
+2.22%
YTD
+5.25%
1 Year
+8.80%
3 Years (annualized)
+8.91%
5 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHPDX 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 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+8.76%
vs Peers
-3.51%

FHPDX Mutual Fund Performance

FHPDX performance across multiple time periods: 1-month 1.07%, YTD 5.25%, 1-year 8.80%, 3-year 8.91%, 5-year 3.30%.

FHPDX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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