FEFIX Mutual Fund

NAV$16.46

Returns Overview

1 Month
+0.85%
3 Months
+9.17%
6 Months
+8.68%
YTD
+8.07%
1 Year
+18.55%
3 Years (annualized)
+14.29%
5 Years (annualized)
+7.82%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEFIX 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 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+7.64%
vs Peers
+0.43%

FEFIX Mutual Fund Performance

FEFIX performance across multiple time periods: 1-month 0.85%, YTD 8.07%, 1-year 18.55%, 3-year 14.29%, 5-year 7.82%, 10-year 11.93%.

FEFIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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