FIDHX Mutual Fund

NAV$13.19

Returns Overview

1 Month
-2.18%
3 Months
+0.46%
6 Months
+9.71%
YTD
+22.75%
1 Year
+39.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDHX 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
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+22.75%
Peer Avg (YTD)
+18.49%
vs Peers
+4.26%

FIDHX Mutual Fund Performance

FIDHX performance across multiple time periods: 1-month -2.18%, YTD 22.75%, 1-year 39.36%.

FIDHX returns outperform the peer average of 18.49% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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