FHZCX Mutual Fund

NAV$9.90

Returns Overview

1 Month
+2.20%
3 Months
+1.47%
6 Months
+5.72%
YTD
+1.89%
1 Year
+7.62%
3 Years (annualized)
-0.37%
5 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+5.94%
vs Peers
-4.05%

FHZCX Mutual Fund Performance

FHZCX performance across multiple time periods: 1-month 2.20%, YTD 1.89%, 1-year 7.62%, 3-year -0.37%, 5-year 4.04%.

FHZCX returns trail the peer average of 5.94% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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