FHAVX Mutual Fund

NAV$12.38

Returns Overview

1 Month
+0.57%
3 Months
+7.25%
6 Months
+7.25%
YTD
+6.80%
1 Year
+14.05%
3 Years (annualized)
+11.16%
5 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHAVX 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 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+7.64%
vs Peers
-0.84%

FHAVX Mutual Fund Performance

FHAVX performance across multiple time periods: 1-month 0.57%, YTD 6.80%, 1-year 14.05%, 3-year 11.16%, 5-year 4.68%.

FHAVX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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