FHRVX Mutual Fund

FHRVX Mutual Fund

NAV$60.54
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Returns Overview

1 Month
+1.57%
3 Months
+1.86%
6 Months
+5.78%
YTD
+5.05%
1 Year
+13.83%
3 Years (annualized)
+10.17%
5 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHRVX 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 Managed Retirement 2020 Composite Index
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+7.21%
vs Peers
-2.16%

FHRVX Mutual Fund Performance

FHRVX performance across multiple time periods: 1-month 1.57%, YTD 5.05%, 1-year 13.83%, 3-year 10.17%, 5-year 4.03%.

FHRVX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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