FDIFX Mutual Fund

FDIFX Mutual Fund

NAV$12.77
See how much of FDIFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.08%
3 Months
-0.85%
6 Months
+0.04%
YTD
+4.03%
1 Year
+5.29%
3 Years (annualized)
+12.60%
5 Years (annualized)
+3.84%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2020 Composite Index(^FIDF20)
This Mutual Fund (YTD)
+4.03%
Peer Avg (YTD)
+14.77%
vs Peers
-10.74%

FDIFX Mutual Fund Performance

FDIFX performance across multiple time periods: 1-month 0.08%, YTD 4.03%, 1-year 5.29%, 3-year 12.60%, 5-year 3.84%, 10-year 6.99%.

FDIFX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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