FHWDX Mutual Fund

FHWDX Mutual Fund

NAV$16.66
See how much of FHWDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.41%
3 Months
+2.17%
6 Months
+8.63%
YTD
+15.15%
1 Year
+23.28%
3 Years (annualized)
+19.62%
5 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHWDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2050 Composite Index
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+8.76%
vs Peers
+6.39%

FHWDX Mutual Fund Performance

FHWDX performance across multiple time periods: 1-month 2.41%, YTD 15.15%, 1-year 23.28%, 3-year 19.62%, 5-year 9.72%.

FHWDX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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