FHCDX Mutual Fund

NAV$17.45

Returns Overview

1 Month
+1.24%
3 Months
+15.15%
6 Months
+14.32%
YTD
+13.29%
1 Year
+27.12%
3 Years (annualized)
+19.84%
5 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHCDX 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 2060 Composite Index
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+7.64%
vs Peers
+5.65%

FHCDX Mutual Fund Performance

FHCDX performance across multiple time periods: 1-month 1.24%, YTD 13.29%, 1-year 27.12%, 3-year 19.84%, 5-year 10.93%.

FHCDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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