FHRFX Mutual Fund

NAV$62.77

Returns Overview

1 Month
+4.24%
3 Months
+2.41%
6 Months
+5.05%
YTD
+3.87%
1 Year
+15.85%
3 Years (annualized)
+10.43%
5 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHRFX 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 Managed Retirement 2025 Composite Index
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+4.19%
vs Peers
-0.32%

FHRFX Mutual Fund Performance

FHRFX performance across multiple time periods: 1-month 4.24%, YTD 3.87%, 1-year 15.85%, 3-year 10.43%, 5-year 4.07%.

FHRFX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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