FHRCX Mutual Fund

FHRCX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
+4.01%
3 Months
+3.06%
6 Months
+10.45%
YTD
+5.21%
1 Year
+14.70%
3 Years (annualized)
+1.32%
5 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHRCX 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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+5.94%
vs Peers
-0.73%

FHRCX Mutual Fund Performance

FHRCX performance across multiple time periods: 1-month 4.01%, YTD 5.21%, 1-year 14.70%, 3-year 1.32%, 5-year 7.78%.

FHRCX returns trail the peer average of 5.94% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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