FHODX Mutual Fund

NAV$11.71

Returns Overview

1 Month
+0.42%
3 Months
+6.12%
6 Months
+6.31%
YTD
+6.03%
1 Year
+12.33%
3 Years (annualized)
+10.09%
5 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHODX 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 2015 Composite Index(^FIDF15)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+7.64%
vs Peers
-1.61%

FHODX Mutual Fund Performance

FHODX performance across multiple time periods: 1-month 0.42%, YTD 6.03%, 1-year 12.33%, 3-year 10.09%, 5-year 4.22%.

FHODX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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