FHGLX Mutual Fund

FHGLX Mutual Fund

NAV$16.56
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Returns Overview

1 Month
-0.89%
3 Months
-1.31%
6 Months
+0.56%
YTD
+6.03%
1 Year
+8.08%
3 Years (annualized)
+16.99%
5 Years (annualized)
+6.37%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHGLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+6.71%
vs Peers
-0.67%

FHGLX Mutual Fund Performance

FHGLX performance across multiple time periods: 1-month -0.89%, YTD 6.03%, 1-year 8.08%, 3-year 16.99%, 5-year 6.37%, 10-year 10.24%.

FHGLX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

FHGLX vs another fund shows side-by-side returns. FHGLX alternatives are available in the Mutual Fund Screener.