FDFQX Mutual Fund

NAV$16.63

Returns Overview

1 Month
+1.30%
3 Months
+14.49%
6 Months
+13.28%
YTD
+12.24%
1 Year
+24.98%
3 Years (annualized)
+19.43%
5 Years (annualized)
+11.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFQX 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 2065 Composite Index
This Mutual Fund (YTD)
+12.24%
Peer Avg (YTD)
+7.64%
vs Peers
+4.60%

FDFQX Mutual Fund Performance

FDFQX performance across multiple time periods: 1-month 1.30%, YTD 12.24%, 1-year 24.98%, 3-year 19.43%, 5-year 11.33%.

FDFQX 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.

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