FHZEX Mutual Fund

NAV$15.72

Returns Overview

1 Month
+0.97%
3 Months
+12.75%
6 Months
+11.87%
YTD
+11.01%
1 Year
+22.95%
3 Years (annualized)
+16.83%
5 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FHZEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+7.64%
vs Peers
+3.37%

FHZEX Mutual Fund Performance

FHZEX performance across multiple time periods: 1-month 0.97%, YTD 11.01%, 1-year 22.95%, 3-year 16.83%, 5-year 7.71%.

FHZEX 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.

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