FHDEX Mutual Fund

NAV$16.10

Returns Overview

1 Month
+1.08%
3 Months
+12.98%
6 Months
+12.35%
YTD
+11.50%
1 Year
+23.97%
3 Years (annualized)
+17.71%
5 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHDEX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+7.64%
vs Peers
+3.86%

FHDEX Mutual Fund Performance

FHDEX performance across multiple time periods: 1-month 1.08%, YTD 11.50%, 1-year 23.97%, 3-year 17.71%, 5-year 9.55%.

FHDEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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