FHWDX Mutual Fund

FHWDX Mutual Fund

NAV$16.32
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Returns Overview

1 Month
-1.98%
3 Months
-1.39%
6 Months
+2.09%
YTD
+10.88%
1 Year
+12.70%
3 Years (annualized)
+21.07%
5 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHWDX 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)
+10.88%
Peer Avg (YTD)
+6.71%
vs Peers
+4.17%

FHWDX Mutual Fund Performance

FHWDX performance across multiple time periods: 1-month -1.98%, YTD 10.88%, 1-year 12.70%, 3-year 21.07%, 5-year 8.67%.

FHWDX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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