FHVCX Mutual Fund

NAV$14.44

Returns Overview

1 Month
+0.84%
3 Months
+10.49%
6 Months
+9.83%
YTD
+9.17%
1 Year
+19.10%
3 Years (annualized)
+14.29%
5 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHVCX 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 2035 Composite Index(^FIDF35)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+7.64%
vs Peers
+1.53%

FHVCX Mutual Fund Performance

FHVCX performance across multiple time periods: 1-month 0.84%, YTD 9.17%, 1-year 19.10%, 3-year 14.29%, 5-year 7.06%.

FHVCX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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