FBIFX Mutual Fund

FBIFX Mutual Fund

NAV$31.21
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Returns Overview

1 Month
-0.70%
3 Months
-0.25%
6 Months
+2.64%
YTD
+8.34%
1 Year
+9.93%
3 Years (annualized)
+19.11%
5 Years (annualized)
+7.85%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBIFX 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 2040 Composite Index(^FIDF40)
This Mutual Fund (YTD)
+8.34%
Peer Avg (YTD)
+14.77%
vs Peers
-6.43%

FBIFX Mutual Fund Performance

FBIFX performance across multiple time periods: 1-month -0.70%, YTD 8.34%, 1-year 9.93%, 3-year 19.11%, 5-year 7.85%, 10-year 11.08%.

FBIFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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