FHATX Mutual Fund

NAV$13.77

Returns Overview

1 Month
+0.74%
3 Months
+9.59%
6 Months
+9.24%
YTD
+8.64%
1 Year
+17.64%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHATX 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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+7.64%
vs Peers
+1.00%

FHATX Mutual Fund Performance

FHATX performance across multiple time periods: 1-month 0.74%, YTD 8.64%, 1-year 17.64%, 3-year 13.67%, 5-year 6.30%.

FHATX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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