FHRDX Mutual Fund

FHRDX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-0.90%
3 Months
+0.71%
6 Months
+2.77%
YTD
+3.86%
1 Year
+8.59%
3 Years (annualized)
+7.36%
5 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHRDX 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 Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+6.99%
vs Peers
-3.14%

FHRDX Mutual Fund Performance

FHRDX performance across multiple time periods: 1-month -0.90%, YTD 3.86%, 1-year 8.59%, 3-year 7.36%, 5-year 2.84%.

FHRDX 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.

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