FHZDX Mutual Fund

NAV$14.86

Returns Overview

1 Month
+0.95%
3 Months
+10.88%
6 Months
+10.47%
YTD
+9.75%
1 Year
+20.42%
3 Years (annualized)
+15.60%
5 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZDX 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)
+9.75%
Peer Avg (YTD)
+7.64%
vs Peers
+2.11%

FHZDX Mutual Fund Performance

FHZDX performance across multiple time periods: 1-month 0.95%, YTD 9.75%, 1-year 20.42%, 3-year 15.60%, 5-year 8.25%.

FHZDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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