FDFZX Mutual Fund

NAV$16.48

Returns Overview

1 Month
+1.24%
3 Months
+14.33%
6 Months
+13.11%
YTD
+12.06%
1 Year
+24.56%
3 Years (annualized)
+19.04%
5 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFZX 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)
+12.06%
Peer Avg (YTD)
+7.64%
vs Peers
+4.43%

FDFZX Mutual Fund Performance

FDFZX performance across multiple time periods: 1-month 1.24%, YTD 12.06%, 1-year 24.56%, 3-year 19.04%, 5-year 10.93%.

FDFZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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