FHVEX Mutual Fund

FHVEX Mutual Fund

NAV$16.36
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Returns Overview

1 Month
-1.97%
3 Months
-1.38%
6 Months
+2.08%
YTD
+9.90%
1 Year
+12.75%
3 Years (annualized)
+21.08%
5 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHVEX 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
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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 2050 Composite Index
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+14.77%
vs Peers
-4.87%

FHVEX Mutual Fund Performance

FHVEX performance across multiple time periods: 1-month -1.97%, YTD 9.90%, 1-year 12.75%, 3-year 21.08%, 5-year 8.66%.

FHVEX 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.

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