FMRHX Mutual Fund

FMRHX Mutual Fund

NAV$11.39
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Returns Overview

1 Month
+2.24%
3 Months
+1.52%
6 Months
+6.46%
YTD
+11.46%
1 Year
+16.78%
3 Years (annualized)
+2.64%
5 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMRHX 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 Simplicity RMD 2025 Composite Index
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+14.82%
vs Peers
-3.36%

FMRHX Mutual Fund Performance

FMRHX performance across multiple time periods: 1-month 2.24%, YTD 11.46%, 1-year 16.78%, 3-year 2.64%, 5-year 6.20%.

FMRHX returns trail the peer average of 14.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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