FRBHX Mutual Fund

FRBHX Mutual Fund

NAV$13.93
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Returns Overview

1 Month
-1.59%
3 Months
+3.45%
6 Months
+8.54%
YTD
+11.68%
1 Year
+23.94%

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
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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 2070 Composite Index
This Mutual Fund (YTD)
+11.68%
Peer Avg (YTD)
+6.99%
vs Peers
+4.68%

FRBHX Mutual Fund Performance

FRBHX performance across multiple time periods: 1-month -1.59%, YTD 11.68%, 1-year 23.94%.

FRBHX returns outperform the peer average of 6.99% 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.