FHLDX Mutual Fund

FHLDX Mutual Fund

NAV$12.89
See how much of FHLDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-0.84%
6 Months
+0.77%
YTD
+5.55%
1 Year
+7.10%
3 Years (annualized)
+14.31%
5 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHLDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2025 Composite Index(^FIDF25)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+14.77%
vs Peers
-9.21%

FHLDX Mutual Fund Performance

FHLDX performance across multiple time periods: YTD 5.55%, 1-year 7.10%, 3-year 14.31%, 5-year 4.75%.

FHLDX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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