FIIVX Mutual Fund

NAV$60.39

Returns Overview

1 Month
+1.55%
3 Months
+1.80%
6 Months
+5.68%
YTD
+4.96%
1 Year
+13.59%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.19%
10 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIIVX 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 Managed Retirement 2020 Composite Index
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+7.21%
vs Peers
-2.25%

FIIVX Mutual Fund Performance

FIIVX performance across multiple time periods: 1-month 1.55%, YTD 4.96%, 1-year 13.59%, 3-year 10.47%, 5-year 4.19%, 10-year 6.54%.

FIIVX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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