FHALX Mutual Fund

NAV$10.76

Returns Overview

1 Month
+0.28%
3 Months
+4.50%
6 Months
+4.72%
YTD
+4.42%
1 Year
+8.91%
3 Years (annualized)
+7.21%
5 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHALX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+7.64%
vs Peers
-3.22%

FHALX Mutual Fund Performance

FHALX performance across multiple time periods: 1-month 0.28%, YTD 4.42%, 1-year 8.91%, 3-year 7.21%, 5-year 2.44%.

FHALX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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