FITHX Mutual Fund

NAV$17.52

Returns Overview

1 Month
+0.98%
3 Months
+10.32%
6 Months
+9.72%
YTD
+9.00%
1 Year
+20.28%
3 Years (annualized)
+15.93%
5 Years (annualized)
+9.12%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FITHX 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)
+9.00%
Peer Avg (YTD)
+7.64%
vs Peers
+1.36%

FITHX Mutual Fund Performance

FITHX performance across multiple time periods: 1-month 0.98%, YTD 9.00%, 1-year 20.28%, 3-year 15.93%, 5-year 9.12%, 10-year 14.08%.

FITHX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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