FAHDX Mutual Fund

NAV$13.04

Returns Overview

1 Month
+0.50%
3 Months
+6.39%
6 Months
+6.47%
YTD
+5.97%
1 Year
+12.44%
3 Years (annualized)
+11.42%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FAHDX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+3.23%
vs Peers
+2.74%

FAHDX Mutual Fund Performance

FAHDX performance across multiple time periods: 1-month 0.50%, YTD 5.97%, 1-year 12.44%, 3-year 11.42%, 5-year 6.03%, 10-year 7.53%.

FAHDX returns outperform the peer average of 3.23% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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