FHSDX Mutual Fund

FHSDX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
-1.49%
3 Months
+2.22%
6 Months
+5.96%
YTD
+8.12%
1 Year
+18.00%
3 Years (annualized)
+13.87%
5 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHSDX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+6.99%
vs Peers
+1.13%

FHSDX Mutual Fund Performance

FHSDX performance across multiple time periods: 1-month -1.49%, YTD 8.12%, 1-year 18.00%, 3-year 13.87%, 5-year 7.19%.

FHSDX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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