FHARX Mutual Fund

FHARX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
-1.39%
3 Months
-1.20%
6 Months
+1.71%
YTD
+8.65%
1 Year
+11.13%
3 Years (annualized)
+19.55%
5 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHARX 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
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📉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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+8.65%
Peer Avg (YTD)
+14.77%
vs Peers
-6.12%

FHARX Mutual Fund Performance

FHARX performance across multiple time periods: 1-month -1.39%, YTD 8.65%, 1-year 11.13%, 3-year 19.55%, 5-year 8.42%.

FHARX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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