FHVDX Mutual Fund

FHVDX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-1.42%
3 Months
+3.60%
6 Months
+8.63%
YTD
+11.63%
1 Year
+23.94%
3 Years (annualized)
+17.55%
5 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHVDX 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 2055 Composite Index
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+6.99%
vs Peers
+4.63%

FHVDX Mutual Fund Performance

FHVDX performance across multiple time periods: 1-month -1.42%, YTD 11.63%, 1-year 23.94%, 3-year 17.55%, 5-year 9.71%.

FHVDX 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.

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