FHSDX Mutual Fund

FHSDX Mutual Fund

NAV$14.38
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Returns Overview

1 Month
-0.69%
3 Months
-0.96%
6 Months
+1.24%
YTD
+7.09%
1 Year
+9.08%
3 Years (annualized)
+17.13%
5 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHSDX 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
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📉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)
+7.09%
Peer Avg (YTD)
+14.77%
vs Peers
-7.68%

FHSDX Mutual Fund Performance

FHSDX performance across multiple time periods: 1-month -0.69%, YTD 7.09%, 1-year 9.08%, 3-year 17.13%, 5-year 6.44%.

FHSDX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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