FIOFX Mutual Fund

NAV$34.83

Returns Overview

3 Months
+13.08%
6 Months
+11.36%
YTD
+10.75%
1 Year
+22.85%
3 Years (annualized)
+18.01%
5 Years (annualized)
+9.57%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIOFX 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 2045 Composite Index
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+7.64%
vs Peers
+3.11%

FIOFX Mutual Fund Performance

FIOFX performance across multiple time periods: YTD 10.75%, 1-year 22.85%, 3-year 18.01%, 5-year 9.57%, 10-year 11.83%.

FIOFX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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