FHPDX Mutual Fund

FHPDX Mutual Fund

NAV$11.40
See how much of FHPDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
+0.77%
6 Months
+2.89%
YTD
+4.13%
1 Year
+9.27%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.22%

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
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 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+4.13%
Peer Avg (YTD)
+6.99%
vs Peers
-2.86%

FHPDX Mutual Fund Performance

FHPDX performance across multiple time periods: 1-month -0.97%, YTD 4.13%, 1-year 9.27%, 3-year 8.05%, 5-year 3.22%.

FHPDX returns trail the peer average of 6.99% 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.