FSFHX Mutual Fund

FSFHX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+0.83%
3 Months
+0.68%
6 Months
+2.34%
YTD
+3.77%
1 Year
+6.20%
3 Years (annualized)
+7.37%
5 Years (annualized)
+4.27%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSFHX 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 Short Duration High Income Fund Composite Index
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+2.15%
vs Peers
+1.62%

FSFHX Mutual Fund Performance

FSFHX performance across multiple time periods: 1-month 0.83%, YTD 3.77%, 1-year 6.20%, 3-year 7.37%, 5-year 4.27%, 10-year 4.32%.

FSFHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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