FHSPX Mutual Fund

NAV$10.79

Returns Overview

1 Month
+3.72%
3 Months
+2.76%
6 Months
+9.53%
YTD
+4.45%
1 Year
+13.01%
3 Years (annualized)
+0.69%
5 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHSPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+5.94%
vs Peers
-1.49%

FHSPX Mutual Fund Performance

FHSPX performance across multiple time periods: 1-month 3.72%, YTD 4.45%, 1-year 13.01%, 3-year 0.69%, 5-year 6.74%.

FHSPX returns trail the peer average of 5.94% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

FHSPX performance comparison shows side-by-side returns with another fund. FHSPX alternatives are available in the Mutual Fund Screener.