FHZEX Mutual Fund

FHZEX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
+2.02%
3 Months
+1.43%
6 Months
+6.65%
YTD
+11.51%
1 Year
+19.95%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZEX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+8.76%
vs Peers
+2.75%

FHZEX Mutual Fund Performance

FHZEX performance across multiple time periods: 1-month 2.02%, YTD 11.51%, 1-year 19.95%, 3-year 16.98%, 5-year 7.36%.

FHZEX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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