FHZDX Mutual Fund

FHZDX Mutual Fund

NAV$14.97
See how much of FHZDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.48%
3 Months
+2.22%
6 Months
+5.95%
YTD
+8.12%
1 Year
+17.99%
3 Years (annualized)
+14.03%
5 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZDX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+6.99%
vs Peers
+1.12%

FHZDX Mutual Fund Performance

FHZDX performance across multiple time periods: 1-month -1.48%, YTD 8.12%, 1-year 17.99%, 3-year 14.03%, 5-year 7.87%.

FHZDX 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.

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