FHGDX Mutual Fund

NAV$14.82

Returns Overview

1 Month
+0.89%
3 Months
+10.77%
6 Months
+10.36%
YTD
+9.71%
1 Year
+20.31%
3 Years (annualized)
+15.48%
5 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHGDX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+7.64%
vs Peers
+2.07%

FHGDX Mutual Fund Performance

FHGDX performance across multiple time periods: 1-month 0.89%, YTD 9.71%, 1-year 20.31%, 3-year 15.48%, 5-year 8.13%.

FHGDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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