FRBHX Mutual Fund

FRBHX Mutual Fund

NAV$13.78
See how much of FRBHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.58%
3 Months
+2.35%
6 Months
+8.79%
YTD
+15.57%
1 Year
+24.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBHX 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 2070 Composite Index
This Mutual Fund (YTD)
+15.57%
Peer Avg (YTD)
+8.76%
vs Peers
+6.81%

FRBHX Mutual Fund Performance

FRBHX performance across multiple time periods: 1-month 2.58%, YTD 15.57%, 1-year 24.31%.

FRBHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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